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
$39.1B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$40M
3
+$31.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.4M
5
ALGN icon
Align Technology
ALGN
+$17.3M

Top Sells

1
+$49.9M
2
+$45.9M
3
+$25.2M
4
TTWO icon
Take-Two Interactive
TTWO
+$23.9M
5
EPAM icon
EPAM Systems
EPAM
+$23M

Sector Composition

1 Technology 18.81%
2 Financials 12.36%
3 Healthcare 11.07%
4 Industrials 9.31%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11.1M 0.03%
193,732
+45,543
402
$11.1M 0.03%
95,283
-1,556
403
$11.1M 0.03%
77,831
-108,751
404
$11M 0.03%
78,253
+607
405
$11M 0.03%
34,440
+1,588
406
$11M 0.03%
114,606
+6,897
407
$11M 0.03%
70,460
-90
408
$11M 0.03%
+181,409
409
$10.9M 0.03%
89,907
+1,576
410
$10.9M 0.03%
30,507
-70
411
$10.8M 0.03%
56,055
+5,635
412
$10.8M 0.03%
189,895
+7,132
413
$10.7M 0.03%
186,983
+57,435
414
$10.7M 0.03%
51,671
+1,120
415
$10.7M 0.03%
63,940
-1,825
416
$10.7M 0.03%
145,940
-19,338
417
$10.6M 0.03%
199,076
+6,504
418
$10.6M 0.03%
149,880
+35,057
419
$10.6M 0.03%
132,859
+10,360
420
$10.6M 0.03%
493,760
+337,584
421
$10.6M 0.03%
200,610
+37,849
422
$10.4M 0.03%
6,220
+505
423
$10.4M 0.03%
42,254
-773
424
$10.4M 0.03%
62,935
+4,730
425
$10.4M 0.03%
30,763
+472
15 16
17
18 19