Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.7B
AUM Growth
-$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,789
New
Increased
Reduced
Closed

Top Buys

1
+$50.7M
2
+$43.2M
3
+$33.1M
4
MSCI icon
MSCI
MSCI
+$28.5M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$28.3M

Top Sells

1
+$53.7M
2
+$41.4M
3
+$33.7M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$28M
5
TSCO icon
Tractor Supply
TSCO
+$26.1M

Sector Composition

1 Technology 18.48%
2 Financials 11.84%
3 Industrials 11.16%
4 Healthcare 9.79%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.52B 4.14%
4,809,325
-13,334
2
$1.48B 4.04%
8,652,966
-48,496
3
$765M 2.09%
5,278,030
+80,821
4
$736M 2.01%
5,581,299
+85,664
5
$706M 1.93%
2,015,847
+25,712
6
$674M 1.84%
15,412,998
+380,389
7
$652M 1.78%
2,158,230
+30,287
8
$630M 1.72%
2,369,180
-9,553
9
$594M 1.62%
3,815,477
-7,057
10
$551M 1.5%
3,628,284
+22,006
11
$486M 1.33%
3,491,045
+81,183
12
$421M 1.15%
6,079,726
+90,239
13
$376M 1.03%
13,769,360
+438,492
14
$331M 0.9%
843,735
-2,404
15
$322M 0.88%
1,583,730
+23,083
16
$320M 0.87%
5,285,025
+94,635
17
$315M 0.86%
5,863,125
+70,395
18
$311M 0.85%
2,083,278
-37,109
19
$305M 0.83%
4,743,315
+109,875
20
$301M 0.82%
5,478,630
+148,180
21
$287M 0.78%
508,222
+3,593
22
$285M 0.78%
3,206,606
+17,566
23
$266M 0.73%
2,157,239
+52,556
24
$261M 0.71%
669,910
+20,719
25
$256M 0.7%
2,712,774
+5,682
1
2 3 4 5