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
576
$5.38M 0.01%
56,560
+11,644
577
$5.38M 0.01%
366,796
-66,064
578
$5.38M 0.01%
41,333
+857
579
$5.3M 0.01%
196,828
+6,524
580
$5.29M 0.01%
61,330
-31,791
581
$5.28M 0.01%
86,832
+1,128
582
$5.26M 0.01%
113,598
+6,438
583
$5.24M 0.01%
113,749
+4,810
584
$5.23M 0.01%
43,908
+3,909
585
$5.2M 0.01%
30,991
+1,320
586
$5.19M 0.01%
136,574
-4,253
587
$5.16M 0.01%
18,871
+8,514
588
$5.14M 0.01%
35,799
+739
589
$5.13M 0.01%
72,300
+1,870
590
$5.13M 0.01%
29,605
+1,206
591
$5.12M 0.01%
58,562
+36,369
592
$5.11M 0.01%
58,657
+6,350
593
$5.06M 0.01%
78,547
+3,501
594
$5.04M 0.01%
264,852
+2,431
595
$5.02M 0.01%
89,692
+9,413
596
$5.01M 0.01%
215,200
-73,322
597
$5M 0.01%
75,571
-3,061
598
$5M 0.01%
68,976
+14,237
599
$5M 0.01%
85,521
+427
600
$4.98M 0.01%
52,597
+13,669
22 23
24
25 26