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
576
$2.86M 0.02%
130,065
-20,140
577
$2.85M 0.02%
+173,281
578
$2.85M 0.02%
100,343
+15,299
579
$2.82M 0.02%
46,308
-1,559
580
$2.82M 0.02%
48,466
+2,378
581
$2.76M 0.02%
59,111
-314
582
$2.75M 0.02%
83,235
-13,402
583
$2.73M 0.02%
261,142
+47,067
584
$2.72M 0.02%
21,536
+4,879
585
$2.72M 0.02%
40,644
-5,308
586
$2.71M 0.02%
264,263
+14,086
587
$2.71M 0.02%
39,382
-7,456
588
$2.67M 0.02%
49,018
+15,185
589
$2.65M 0.02%
157,778
+63,491
590
$2.6M 0.02%
29,174
+5,474
591
$2.6M 0.02%
5,127
-989
592
$2.6M 0.02%
72,921
+36,804
593
$2.57M 0.02%
27,981
-373,259
594
$2.55M 0.01%
79,613
+72,349
595
$2.55M 0.01%
69,413
-50
596
$2.53M 0.01%
79,314
-12,050
597
$2.52M 0.01%
175,992
-15,252
598
$2.5M 0.01%
166,088
+5,841
599
$2.49M 0.01%
120,723
-85
600
$2.49M 0.01%
32,973
-806
22 23
24
25 26