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
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$47.4M
3
+$33.8M
4
ALGN icon
Align Technology
ALGN
+$32.1M
5
MPC icon
Marathon Petroleum
MPC
+$31.6M

Top Sells

1
+$51.7M
2
+$29.8M
3
+$26.4M
4
VEEV icon
Veeva Systems
VEEV
+$25.9M
5
DHI icon
D.R. Horton
DHI
+$24.6M

Sector Composition

1 Technology 17.25%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.16%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13.8M 0.05%
260,046
-502
327
$13.7M 0.05%
232,674
+1,524
328
$13.6M 0.05%
180,388
-693
329
$13.5M 0.05%
321,065
+162,032
330
$13.4M 0.05%
160,563
-16,312
331
$13.4M 0.05%
228,901
+839
332
$13.2M 0.05%
332,781
-4,306
333
$13.2M 0.05%
98,796
+10,002
334
$13.2M 0.05%
76,108
-1,771
335
$13.1M 0.05%
225,055
+15,800
336
$13M 0.05%
230,255
-44
337
$12.9M 0.05%
218,576
+1,717
338
$12.8M 0.05%
44,380
-184
339
$12.7M 0.05%
93,030
-1,430
340
$12.6M 0.05%
113,434
+1,531
341
$12.6M 0.05%
369,318
+7,856
342
$12.5M 0.04%
136,425
-15,175
343
$12.4M 0.04%
618,596
+52,620
344
$12.4M 0.04%
202,902
+11,047
345
$12.4M 0.04%
41,692
-18,706
346
$12.3M 0.04%
400,104
-64,018
347
$12.2M 0.04%
333,866
+9,900
348
$12.2M 0.04%
104,804
+13,574
349
$12.2M 0.04%
46,626
+12,396
350
$12.2M 0.04%
460,265
12 13
14
15 16