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
326
$9.21M 0.05%
38,470
-627
327
$9.19M 0.05%
137,879
+17,163
328
$9.14M 0.05%
183,573
-13,073
329
$9.14M 0.05%
131,801
-21,256
330
$9.11M 0.05%
151,083
+27,893
331
$9.06M 0.05%
246,438
-80,225
332
$9M 0.05%
248,113
+7,901
333
$8.99M 0.05%
134,072
+7,725
334
$8.97M 0.05%
55,909
-578
335
$8.91M 0.05%
57,187
+2,255
336
$8.91M 0.05%
409,852
+182,445
337
$8.72M 0.05%
44,343
+1,323
338
$8.71M 0.05%
116,089
+3,003
339
$8.66M 0.05%
106,731
-90,233
340
$8.56M 0.05%
104,075
+21,078
341
$8.54M 0.05%
358,458
-140,963
342
$8.4M 0.05%
84,182
+4,144
343
$8.39M 0.05%
90,152
+6,883
344
$8.31M 0.05%
69,350
+7,001
345
$8.29M 0.05%
735,554
-196
346
$8.24M 0.05%
39,225
-4,938
347
$8.23M 0.05%
719,501
+9,752
348
$8.19M 0.05%
164,059
-3,120
349
$8.18M 0.05%
136,688
-29,016
350
$8.16M 0.05%
135,032
+2,746
12 13
14
15 16