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
$39.1B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$40M
3
+$31.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.4M
5
ALGN icon
Align Technology
ALGN
+$17.3M

Top Sells

1
+$49.9M
2
+$45.9M
3
+$25.2M
4
TTWO icon
Take-Two Interactive
TTWO
+$23.9M
5
EPAM icon
EPAM Systems
EPAM
+$23M

Sector Composition

1 Technology 18.81%
2 Financials 12.36%
3 Healthcare 11.07%
4 Industrials 9.31%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.3M 0.09%
198,555
+5,743
227
$32.9M 0.08%
319,255
+12,436
228
$32.8M 0.08%
345,842
-3,108
229
$32.7M 0.08%
218,113
-20,275
230
$32.5M 0.08%
323,269
+4,923
231
$32.1M 0.08%
1,562,305
+126,934
232
$32M 0.08%
84,762
+7,941
233
$32M 0.08%
471,741
+26,251
234
$31.4M 0.08%
131,150
+5,833
235
$30.9M 0.08%
75
-30
236
$30.6M 0.08%
129,759
+2,572
237
$30.6M 0.08%
235,044
+1,927
238
$30.5M 0.08%
83,992
+4,123
239
$30.5M 0.08%
201,132
+3,486
240
$30.2M 0.08%
1,367,761
+64,917
241
$30.1M 0.08%
287,961
-96,692
242
$30.1M 0.08%
553,477
+760
243
$29.8M 0.08%
88,930
+5,356
244
$29.5M 0.08%
761,265
+37,689
245
$29.1M 0.07%
162,223
+18,022
246
$29.1M 0.07%
872,122
+1,907
247
$28.6M 0.07%
447,624
+36,562
248
$28.5M 0.07%
129,940
+44,102
249
$28.1M 0.07%
58,432
+601
250
$28M 0.07%
590,887
+126,853
8 9
10
11 12