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
476
$4.27M 0.03%
286,299
-23,338
477
$4.25M 0.02%
47,111
-6,171
478
$4.24M 0.02%
57,313
-10,920
479
$4.16M 0.02%
89,037
+3,121
480
$4.15M 0.02%
20,071
+4,881
481
$4.15M 0.02%
152,367
+9,346
482
$4.15M 0.02%
63,056
-59,845
483
$4.14M 0.02%
95,661
+7,020
484
$4.13M 0.02%
83,176
+68,516
485
$4.12M 0.02%
86,708
+30,378
486
$4.11M 0.02%
171,618
+59,406
487
$4.08M 0.02%
46,208
+605
488
$4.08M 0.02%
47,437
-2,945
489
$4.06M 0.02%
180,826
+103,134
490
$4.06M 0.02%
67,484
-864,742
491
$4.05M 0.02%
48,685
+5,351
492
$4M 0.02%
23,326
-16,021
493
$3.96M 0.02%
121,305
+15,839
494
$3.96M 0.02%
451,543
+1,616
495
$3.96M 0.02%
+26,097
496
$3.95M 0.02%
78,772
-1,186
497
$3.95M 0.02%
+14,793
498
$3.94M 0.02%
101,436
-688
499
$3.93M 0.02%
35,073
-892
500
$3.92M 0.02%
106,326
+38,299
18 19
20
21 22