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
501
$7.14M 0.02%
94,789
-90,733
502
$7.1M 0.02%
24,833
+6,277
503
$7.01M 0.02%
61,095
-380
504
$6.98M 0.02%
78,780
+75,289
505
$6.97M 0.02%
211,265
+25,403
506
$6.94M 0.02%
198,746
+5,488
507
$6.93M 0.02%
60,210
+6,088
508
$6.89M 0.02%
67,582
-9,831
509
$6.87M 0.02%
187,851
+854
510
$6.87M 0.02%
97,796
-5,061
511
$6.85M 0.02%
130,328
+1,762
512
$6.78M 0.02%
41,339
+103
513
$6.72M 0.02%
+83,294
514
$6.65M 0.02%
129,035
-4,016
515
$6.64M 0.02%
105,640
+10,015
516
$6.64M 0.02%
9,123
+65
517
$6.57M 0.02%
84,842
-29,432
518
$6.56M 0.02%
19,785
+3,456
519
$6.51M 0.02%
57,042
+3,658
520
$6.5M 0.02%
160,761
+1,796
521
$6.46M 0.02%
54,031
+20,408
522
$6.46M 0.02%
110,790
+7,195
523
$6.42M 0.02%
154,708
+22,652
524
$6.36M 0.02%
596,772
+123,629
525
$6.34M 0.02%
75,235
-79,178
19 20
21
22 23