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
401
$6.1M 0.04%
110,064
-2,651
402
$6.04M 0.04%
262,069
-4,394
403
$5.99M 0.04%
219,298
-54,123
404
$5.92M 0.03%
117,866
-28,784
405
$5.87M 0.03%
108,217
+28,947
406
$5.86M 0.03%
+428,704
407
$5.84M 0.03%
50,351
+4,356
408
$5.76M 0.03%
191,724
+43,316
409
$5.76M 0.03%
113,938
+236
410
$5.75M 0.03%
34,487
-157,545
411
$5.75M 0.03%
89,896
-4,662
412
$5.74M 0.03%
113,245
+3,363
413
$5.68M 0.03%
298,101
+22,346
414
$5.67M 0.03%
67,711
-5,568
415
$5.66M 0.03%
79,466
-560
416
$5.64M 0.03%
37,402
-725
417
$5.63M 0.03%
68,267
+5,625
418
$5.54M 0.03%
69,684
+5,136
419
$5.54M 0.03%
84,994
-3,589
420
$5.52M 0.03%
42,909
+8,999
421
$5.51M 0.03%
563,906
+64,892
422
$5.51M 0.03%
607,049
-4,940
423
$5.47M 0.03%
63,893
-150
424
$5.45M 0.03%
212,557
-2,115
425
$5.44M 0.03%
20,989
-3,673
15 16
17
18 19