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
276
$22.7M 0.06%
176,520
+30,972
277
$22.4M 0.06%
279,681
+2,652
278
$22M 0.06%
291,270
+18,888
279
$22M 0.06%
112,127
+4,314
280
$22M 0.06%
91,635
+3,668
281
$21.8M 0.06%
84,868
+6,269
282
$21.8M 0.06%
273,618
+3,018
283
$21.6M 0.06%
297,974
-19,087
284
$21.6M 0.06%
268,106
+10,047
285
$21.5M 0.05%
572,241
+14,089
286
$21.5M 0.05%
123,676
+37,369
287
$21.4M 0.05%
135,896
+26,741
288
$21.4M 0.05%
391,223
-37,131
289
$21.3M 0.05%
181,191
-2,494
290
$21.2M 0.05%
107,981
+3,765
291
$21.2M 0.05%
174,542
+44,193
292
$21.2M 0.05%
159,497
+2,523
293
$21.1M 0.05%
287,646
-86,151
294
$21.1M 0.05%
267,811
+8,946
295
$21.1M 0.05%
139,776
+46,796
296
$21M 0.05%
229,617
-20,706
297
$20.9M 0.05%
74,017
+15,862
298
$20.9M 0.05%
170,770
-4,279
299
$20.4M 0.05%
252,225
-10,636
300
$20.3M 0.05%
90,538
+9,170
10 11
12
13 14