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
451
$4.9M 0.03%
199,723
-75,175
452
$4.84M 0.03%
190,551
+28,122
453
$4.81M 0.03%
76,424
+8,635
454
$4.79M 0.03%
65,688
-42,963
455
$4.72M 0.03%
374,480
+367,029
456
$4.71M 0.03%
118,860
-678
457
$4.66M 0.03%
25,581
+2,731
458
$4.63M 0.03%
195,646
-19,099
459
$4.62M 0.03%
72,017
+16,068
460
$4.58M 0.03%
128,590
+25,930
461
$4.56M 0.03%
90,384
+4,232
462
$4.55M 0.03%
78,061
+58,114
463
$4.55M 0.03%
78,917
-29,252
464
$4.55M 0.03%
38,595
-4,754
465
$4.51M 0.03%
182,271
+26,804
466
$4.5M 0.03%
95,498
-14,747
467
$4.49M 0.03%
141,374
+150
468
$4.41M 0.03%
57,968
-85,237
469
$4.41M 0.03%
37,628
+1,159
470
$4.39M 0.03%
46,002
+16,497
471
$4.36M 0.03%
52,965
-283
472
$4.35M 0.03%
+155,097
473
$4.28M 0.03%
49,248
+13,806
474
$4.28M 0.03%
30,462
+5,920
475
$4.27M 0.03%
70,119
-1,156
17 18
19
20 21