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
426
$10.3M 0.03%
202,538
-11,969
427
$10.3M 0.03%
172,146
+1,787
428
$10.3M 0.03%
197,741
+9,028
429
$10.3M 0.03%
46,305
+4,604
430
$10.2M 0.03%
107,293
-31,760
431
$10M 0.03%
4,229
+551
432
$9.97M 0.03%
143,113
+4,558
433
$9.94M 0.03%
108,568
-4,341
434
$9.88M 0.03%
86,814
+14,537
435
$9.87M 0.03%
159,930
+1,028
436
$9.83M 0.03%
1,480,545
+187,402
437
$9.68M 0.02%
87,020
+51,114
438
$9.52M 0.02%
148,565
+29,104
439
$9.52M 0.02%
96,747
+7,409
440
$9.41M 0.02%
187,714
+15,963
441
$9.38M 0.02%
126,729
+5,594
442
$9.27M 0.02%
212,481
+9,590
443
$9.26M 0.02%
43,631
+4,872
444
$9.23M 0.02%
85,393
+4,611
445
$9.21M 0.02%
153,435
+4,449
446
$9.11M 0.02%
70,124
-20,443
447
$9.07M 0.02%
55,021
+5,532
448
$9.05M 0.02%
76,181
-1,845
449
$9.02M 0.02%
32,201
+1,784
450
$9.01M 0.02%
481,033
+28,466
16 17
18
19 20