Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,361
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$48.1M
3
+$37.9M
4
ALGN icon
Align Technology
ALGN
+$36M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$31.4M

Top Sells

1
+$52.4M
2
+$52M
3
+$42.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$35.7M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$34.3M

Sector Composition

1 Technology 16.96%
2 Healthcare 11.71%
3 Industrials 10.75%
4 Financials 9.62%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.7M 0.11%
170,318
+21,451
227
$18.4M 0.11%
208,268
-1,299
228
$18.3M 0.11%
213,879
+106,181
229
$18.1M 0.11%
110,236
-4,297
230
$18.1M 0.11%
394,809
+1,389
231
$18M 0.11%
248,652
-3,318
232
$18M 0.11%
213,992
+13,791
233
$17.9M 0.1%
155,712
+6,073
234
$17.7M 0.1%
204,046
+39,770
235
$17.6M 0.1%
92,019
-3,238
236
$17.5M 0.1%
478,531
-38,899
237
$17.3M 0.1%
165,469
-3,988
238
$17.3M 0.1%
561,967
-117,166
239
$17.1M 0.1%
208,858
+11,676
240
$16.9M 0.1%
215,572
-454
241
$16.7M 0.1%
252,673
+11,487
242
$15.9M 0.09%
293,963
+93,859
243
$15.7M 0.09%
285,561
+48,067
244
$15.7M 0.09%
64,616
+128
245
$15.6M 0.09%
538,542
-1,766
246
$15.5M 0.09%
245,126
+17,903
247
$15.3M 0.09%
109,943
+5,090
248
$15.3M 0.09%
143,865
+11,508
249
$15.2M 0.09%
89,898
+16,731
250
$15.1M 0.09%
305,994
+20,719
8 9
10
11 12