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
451
$8.96M 0.02%
243,464
+23,233
452
$8.92M 0.02%
204,114
+17,797
453
$8.89M 0.02%
129,147
+5,581
454
$8.84M 0.02%
88,135
+9,729
455
$8.83M 0.02%
126,138
-12,691
456
$8.81M 0.02%
92,256
+16,952
457
$8.79M 0.02%
69,041
+3,995
458
$8.74M 0.02%
170,832
+27,186
459
$8.66M 0.02%
142,524
+2,300
460
$8.6M 0.02%
47,137
+481
461
$8.53M 0.02%
87,157
-15,792
462
$8.44M 0.02%
2,058
+158
463
$8.34M 0.02%
54,750
+1,980
464
$8.3M 0.02%
149,137
+3,805
465
$8.28M 0.02%
125,399
+114,571
466
$8.27M 0.02%
77,145
+11,822
467
$8.26M 0.02%
215,514
-28,036
468
$8.26M 0.02%
29,546
+713
469
$8.22M 0.02%
48,547
+169
470
$8.18M 0.02%
194,396
+67,561
471
$8.17M 0.02%
147,276
+10,686
472
$8.13M 0.02%
67,682
-62
473
$8.11M 0.02%
+320,379
474
$8.08M 0.02%
119,242
+2,545
475
$7.95M 0.02%
101,470
+10,088
17 18
19
20 21