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
426
$5.43M 0.03%
18,922
+9,497
427
$5.41M 0.03%
1,263
+382
428
$5.41M 0.03%
33,817
+4,303
429
$5.39M 0.03%
67,735
+2,196
430
$5.38M 0.03%
94,972
+5,448
431
$5.35M 0.03%
49,276
-2
432
$5.28M 0.03%
20,460
-97,945
433
$5.28M 0.03%
100,091
-7,594
434
$5.21M 0.03%
264,861
-4,034
435
$5.21M 0.03%
48,979
+26,649
436
$5.18M 0.03%
26,988
-68,527
437
$5.17M 0.03%
36,635
+5,098
438
$5.16M 0.03%
14,795
+4,990
439
$5.14M 0.03%
406,613
-8,300
440
$5.11M 0.03%
168,958
+158,906
441
$5.1M 0.03%
50,162
-66,374
442
$5.08M 0.03%
108,128
+6,447
443
$5.07M 0.03%
203,743
444
$5.05M 0.03%
56,803
+1,748
445
$5.02M 0.03%
86,702
+1,572
446
$5.01M 0.03%
86,366
+1,846
447
$4.99M 0.03%
80,813
+172
448
$4.95M 0.03%
54,748
+10,239
449
$4.91M 0.03%
51,721
+9,513
450
$4.91M 0.03%
26,672
+5,772
16 17
18
19 20