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
301
$11.2M 0.07%
353,093
+290,519
302
$11.2M 0.07%
128,463
+14,076
303
$11.1M 0.07%
259,299
-23,191
304
$11.1M 0.06%
212,170
+43,716
305
$11M 0.06%
319,518
+89,634
306
$10.9M 0.06%
246,977
-7,119
307
$10.9M 0.06%
249,055
-125,715
308
$10.9M 0.06%
142,861
-333
309
$10.9M 0.06%
44,038
+15,976
310
$10.9M 0.06%
577,007
+17,859
311
$10.8M 0.06%
302,991
+93,246
312
$10.7M 0.06%
206,244
+12,123
313
$10.5M 0.06%
134,994
-14,010
314
$10.4M 0.06%
257,946
+6,858
315
$10.3M 0.06%
150,422
-711
316
$10.1M 0.06%
102,646
+5,506
317
$10M 0.06%
130,814
+11,864
318
$9.96M 0.06%
88,371
-3,556
319
$9.8M 0.06%
54,526
+1,386
320
$9.55M 0.06%
425,799
-98
321
$9.51M 0.06%
124,504
-1,085
322
$9.45M 0.06%
72,786
-194
323
$9.42M 0.06%
+173,187
324
$9.41M 0.06%
60,149
+11,708
325
$9.25M 0.05%
442,175
+242,271
11 12
13
14 15