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
26
$275M 0.7%
2,520,638
+29,413
27
$269M 0.69%
4,950,395
-220,629
28
$253M 0.65%
1,844,077
+20,437
29
$242M 0.62%
563,517
-6,190
30
$242M 0.62%
5,691,997
+212,916
31
$239M 0.61%
2,024,622
-100,956
32
$237M 0.61%
5,829,870
+59,970
33
$233M 0.6%
864,767
+3,312
34
$229M 0.58%
3,044,713
+138,508
35
$226M 0.58%
1,616,369
+33,123
36
$220M 0.56%
3,328,744
+38,129
37
$212M 0.54%
1,917,901
-6,368
38
$202M 0.52%
4,031,926
+137,147
39
$197M 0.5%
899,170
+2,139
40
$194M 0.5%
2,619,018
+75,433
41
$189M 0.48%
3,502,911
+34,196
42
$186M 0.48%
2,079,874
+141,019
43
$185M 0.47%
1,232,805
+38,648
44
$185M 0.47%
1,447,829
+17,461
45
$177M 0.45%
2,156,495
+103,791
46
$175M 0.45%
502,592
-16,177
47
$175M 0.45%
405,559
+1,171
48
$168M 0.43%
1,410,724
+19,352
49
$165M 0.42%
1,215,612
-11,276
50
$163M 0.42%
399,867
-5,431
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