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
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$47.4M
3
+$33.8M
4
ALGN icon
Align Technology
ALGN
+$32.1M
5
MPC icon
Marathon Petroleum
MPC
+$31.6M

Top Sells

1
+$51.7M
2
+$29.8M
3
+$26.4M
4
VEEV icon
Veeva Systems
VEEV
+$25.9M
5
DHI icon
D.R. Horton
DHI
+$24.6M

Sector Composition

1 Technology 17.25%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.16%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$184M 0.66%
573,197
-2,419
27
$182M 0.65%
1,453,687
+32,184
28
$181M 0.65%
2,088,244
+36,492
29
$174M 0.63%
2,855,457
+14,333
30
$172M 0.62%
581,920
+390,484
31
$167M 0.6%
1,747,137
+6,081
32
$166M 0.6%
2,774,094
+125,637
33
$166M 0.6%
1,908,974
+12,039
34
$163M 0.59%
1,766,240
+27,020
35
$157M 0.56%
1,359,560
+75,453
36
$157M 0.56%
1,783,060
+32,313
37
$157M 0.56%
2,912,355
-15,320
38
$156M 0.56%
4,417,953
+138,812
39
$146M 0.53%
489,952
-500
40
$143M 0.51%
443,727
-42,774
41
$141M 0.51%
853,430
+31,944
42
$140M 0.5%
1,027,699
-2,946
43
$140M 0.5%
475,863
+7,767
44
$132M 0.48%
4,484,457
+1,913
45
$129M 0.46%
948,946
-2,089
46
$126M 0.45%
1,930,261
+338,232
47
$122M 0.44%
1,827,000
-15,560
48
$118M 0.42%
987,430
-1,629
49
$113M 0.41%
1,288,527
+21,861
50
$112M 0.4%
1,382,540
-15,452
1
2
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