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
301
$20.2M 0.05%
100,966
-39,102
302
$20.1M 0.05%
76,116
+3,412
303
$20M 0.05%
103,458
+368
304
$19.9M 0.05%
41,683
-747
305
$19.8M 0.05%
176,957
+2,323
306
$19.8M 0.05%
149,990
+22,335
307
$19.8M 0.05%
339,473
+20,849
308
$19.7M 0.05%
157,424
+114,858
309
$19.7M 0.05%
151,971
-2,394
310
$19.7M 0.05%
345,420
+31,570
311
$19.4M 0.05%
785,556
+69,438
312
$19.4M 0.05%
944,576
+20,743
313
$19.3M 0.05%
530,241
+194,485
314
$19.3M 0.05%
1,248,976
+126,036
315
$19.3M 0.05%
288,217
-18,019
316
$19.3M 0.05%
311,000
+17,418
317
$19M 0.05%
404,642
+54,602
318
$18.6M 0.05%
92,481
-1,540
319
$18.6M 0.05%
194,653
+4,000
320
$18.4M 0.05%
306,490
+24,997
321
$18.3M 0.05%
699,701
+16,266
322
$18.3M 0.05%
352,195
-355
323
$18.1M 0.05%
528,277
+12,362
324
$18M 0.05%
158,564
-1,070
325
$17.7M 0.05%
66,638
+3,313
11 12
13
14 15