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
276
$12.6M 0.07%
114,210
-65,031
277
$12.6M 0.07%
293,563
-12,711
278
$12.5M 0.07%
36,542
+964
279
$12.5M 0.07%
153,940
+24,229
280
$12.4M 0.07%
173,585
+14,194
281
$12.2M 0.07%
89,202
+3,415
282
$12.1M 0.07%
217,612
+6,814
283
$12.1M 0.07%
128,728
-111,611
284
$12.1M 0.07%
161,850
-5,409
285
$12.1M 0.07%
205,892
+39,481
286
$12M 0.07%
96,022
+2,842
287
$12M 0.07%
148,477
+1,152
288
$12M 0.07%
191,320
-1,252
289
$11.9M 0.07%
238,620
-9,210
290
$11.9M 0.07%
104,537
-3,028
291
$11.8M 0.07%
170,299
+19,742
292
$11.8M 0.07%
269,129
+4,557
293
$11.7M 0.07%
400,454
-1,702
294
$11.7M 0.07%
373,400
-10,150
295
$11.6M 0.07%
218,575
-517
296
$11.5M 0.07%
101,580
+3,098
297
$11.5M 0.07%
136,433
+118,626
298
$11.4M 0.07%
260,023
+25,735
299
$11.4M 0.07%
215,326
+35,250
300
$11.3M 0.07%
126,048
+89,537
10 11
12
13 14