Portfolio (Quarterly)
Guide ↗
Baird Financial Group, Inc.
· CIK 0001648711| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | — | FUBOTV INC CLASS A COM SHS | — | 62,938 | $159K | — | SOLD |
| 102 | — | AEYE INC CL A NEW | — | 72,435 | $133K | — | SOLD |
| 103 | — | NEW GOLD INC CDA COM | — | 15,000 | $131K | — | SOLD |
| 104 | MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | Consumer Cyclical | 11,700 | $122K | — | SOLD |
| 105 | ASPN | ASPEN AEROGELS INC COM | Industrials | 11,344 | $32K | — | SOLD |
| 106 | — | WHEELS UP EXPERIENCE INC COM CL A | — | 15,030 | $10K | — | SOLD |
Sector Allocation
Technology
23.0%
Financial Services
18.0%
Industrials
14.5%
Consumer Cyclical
11.4%
Communication Services
10.9%
Healthcare
8.8%
Utilities
4.3%
Consumer Defensive
4.0%
Energy
2.7%
Basic Materials
1.8%