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
251
$28M 0.07%
284,752
+112,602
252
$28M 0.07%
252,936
+32,724
253
$27.7M 0.07%
51,405
-1,891
254
$27.5M 0.07%
389,086
+20,910
255
$27.2M 0.07%
701,642
+42,835
256
$27.1M 0.07%
60,656
+2,130
257
$26.4M 0.07%
440,174
+14,242
258
$25.9M 0.07%
153,096
-7,069
259
$25.7M 0.07%
565,334
+3,029
260
$25.5M 0.07%
435,214
-100,072
261
$25.4M 0.07%
157,199
-190
262
$25.2M 0.06%
412,810
+4,250
263
$24.9M 0.06%
220,072
-11,579
264
$24.8M 0.06%
263,138
+23,349
265
$24.7M 0.06%
103,222
+41
266
$24.7M 0.06%
182,080
+670
267
$24.6M 0.06%
81,869
+3,553
268
$24.4M 0.06%
238,448
-11,597
269
$23.9M 0.06%
248,172
+15,547
270
$23.5M 0.06%
311,726
+2,085
271
$23.4M 0.06%
272,145
-28,727
272
$23.4M 0.06%
1,363,474
-44,665
273
$23.3M 0.06%
262,947
+644
274
$23M 0.06%
89,668
+10,517
275
$22.9M 0.06%
551,889
+33,506
9 10
11
12 13