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
351
$8.15M 0.05%
190,579
-51,865
352
$8.1M 0.05%
107,619
-4,082
353
$8.1M 0.05%
50,670
+1,329
354
$8.07M 0.05%
217,549
-18,294
355
$8.04M 0.05%
30,818
+396
356
$8.04M 0.05%
48,536
+15,714
357
$8.03M 0.05%
441,929
+119,325
358
$7.98M 0.05%
289,840
-5,366
359
$7.95M 0.05%
100,539
+1,444
360
$7.81M 0.05%
332,792
+35,737
361
$7.8M 0.05%
159,265
-5,789
362
$7.75M 0.05%
25,628
+1,060
363
$7.7M 0.05%
48,790
+27,270
364
$7.68M 0.04%
145,880
+1,755
365
$7.46M 0.04%
82,025
+676
366
$7.45M 0.04%
113,795
+292
367
$7.27M 0.04%
143,446
+22,586
368
$7.15M 0.04%
309,152
+153,782
369
$7.1M 0.04%
122,374
+259
370
$7.1M 0.04%
+249,677
371
$7.08M 0.04%
141,147
-1,046
372
$7.07M 0.04%
155,191
+37,848
373
$7.03M 0.04%
71,643
-52,427
374
$7.03M 0.04%
126,369
-18,627
375
$6.97M 0.04%
80,946
-5,189
13 14
15
16 17