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
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$47.4M
3
+$33.8M
4
ALGN icon
Align Technology
ALGN
+$32.1M
5
MPC icon
Marathon Petroleum
MPC
+$31.6M

Top Sells

1
+$51.7M
2
+$29.8M
3
+$26.4M
4
VEEV icon
Veeva Systems
VEEV
+$25.9M
5
DHI icon
D.R. Horton
DHI
+$24.6M

Sector Composition

1 Technology 17.25%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.16%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26.9M 0.1%
327,672
+180,481
227
$26.4M 0.09%
281,879
+15,376
228
$26M 0.09%
432,293
-42,163
229
$25.9M 0.09%
207,493
-996
230
$25.8M 0.09%
694,049
-36,851
231
$25.8M 0.09%
198,202
+102
232
$25.7M 0.09%
300,876
+732
233
$25.6M 0.09%
508,565
+2,201
234
$25.6M 0.09%
233,790
+3,033
235
$25.5M 0.09%
599,262
+23,227
236
$25.4M 0.09%
108,025
+608
237
$25.2M 0.09%
252,956
+57,892
238
$25.2M 0.09%
180,929
-8,765
239
$24.9M 0.09%
131,327
-31,663
240
$24.8M 0.09%
66,023
-469
241
$24.7M 0.09%
166,118
+42,136
242
$24.7M 0.09%
509,304
-61,788
243
$24.6M 0.09%
268,896
+28,284
244
$24.5M 0.09%
564,262
-33,061
245
$24.5M 0.09%
299,561
-7,758
246
$24.2M 0.09%
485,060
+60,866
247
$24.1M 0.09%
409,089
-9,916
248
$24.1M 0.09%
4,090,200
-785,640
249
$23.8M 0.09%
118,629
+1,155
250
$23.5M 0.08%
191,969
+4,969
8 9
10
11 12