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
376
$6.97M 0.04%
240,742
-1,390
377
$6.86M 0.04%
16,701
-412
378
$6.86M 0.04%
102,731
-4,282
379
$6.85M 0.04%
71,923
+490
380
$6.81M 0.04%
63,879
+25,453
381
$6.78M 0.04%
59,917
-2,915
382
$6.76M 0.04%
261,309
-4,946
383
$6.74M 0.04%
353,071
-1,796
384
$6.73M 0.04%
59,640
+1,102
385
$6.6M 0.04%
124,722
+9,867
386
$6.43M 0.04%
162,019
+7,231
387
$6.39M 0.04%
256,422
-1,851
388
$6.38M 0.04%
127,243
+123,120
389
$6.31M 0.04%
76,949
-2,787
390
$6.31M 0.04%
91,191
-2,703
391
$6.3M 0.04%
52,946
-5,374
392
$6.3M 0.04%
144,934
+6,287
393
$6.28M 0.04%
141,468
-3,474
394
$6.28M 0.04%
121,429
+1,718
395
$6.21M 0.04%
145,843
+284
396
$6.2M 0.04%
118,252
-34,397
397
$6.18M 0.04%
487,183
+61,700
398
$6.17M 0.04%
497,839
+11,853
399
$6.16M 0.04%
30,697
+4,866
400
$6.14M 0.04%
240,587
-1,313
14 15
16
17 18