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
501
$3.88M 0.02%
132,524
+721
502
$3.88M 0.02%
193,720
-16,847
503
$3.87M 0.02%
+124,622
504
$3.86M 0.02%
62,296
+7,744
505
$3.85M 0.02%
44,284
+4,765
506
$3.84M 0.02%
32,288
-2,258
507
$3.84M 0.02%
138,251
-19,384
508
$3.82M 0.02%
+74,310
509
$3.81M 0.02%
57,619
+4,751
510
$3.76M 0.02%
79,786
+8,670
511
$3.74M 0.02%
272,368
-112,315
512
$3.73M 0.02%
38,821
+2,767
513
$3.73M 0.02%
31,826
-147
514
$3.73M 0.02%
69,212
+2,372
515
$3.72M 0.02%
69,308
-27,896
516
$3.71M 0.02%
68,554
+2,834
517
$3.7M 0.02%
77,454
+14,614
518
$3.69M 0.02%
40,620
-6,357
519
$3.68M 0.02%
36,776
+3,413
520
$3.65M 0.02%
78,055
+52,600
521
$3.64M 0.02%
40,232
+349
522
$3.61M 0.02%
80,519
+13,613
523
$3.6M 0.02%
126,926
-128,671
524
$3.59M 0.02%
69,541
+4,069
525
$3.55M 0.02%
74,776
+1,280
19 20
21
22 23