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
551
$3.23M 0.02%
175,686
+31,957
552
$3.22M 0.02%
53,968
-1,536
553
$3.21M 0.02%
48,783
-18,218
554
$3.21M 0.02%
81,158
+3,180
555
$3.2M 0.02%
37,177
-6,254
556
$3.19M 0.02%
63,453
+11,280
557
$3.18M 0.02%
397,277
-2,990
558
$3.17M 0.02%
32,501
+286
559
$3.17M 0.02%
146,439
-128,770
560
$3.16M 0.02%
72,244
+1,792
561
$3.14M 0.02%
260,582
-266,554
562
$3.08M 0.02%
109,955
-20,433
563
$3.05M 0.02%
35,221
-49,647
564
$3.02M 0.02%
82,995
-23,567
565
$3.01M 0.02%
155,718
-11,250
566
$2.99M 0.02%
102,144
-2,669
567
$2.98M 0.02%
+65,060
568
$2.98M 0.02%
+59,177
569
$2.93M 0.02%
11,816
-1,433
570
$2.9M 0.02%
18,980
-3,179
571
$2.9M 0.02%
52,345
+9,555
572
$2.9M 0.02%
34,900
-999
573
$2.88M 0.02%
107,663
+2,809
574
$2.88M 0.02%
59,110
-1,772
575
$2.87M 0.02%
20,453
-7,354
21 22
23
24 25