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
601
$2.47M 0.01%
69,731
+1,028
602
$2.46M 0.01%
61,693
+8,239
603
$2.45M 0.01%
55,116
+5,489
604
$2.44M 0.01%
202,264
-5,469
605
$2.44M 0.01%
+135,363
606
$2.43M 0.01%
15,746
-341
607
$2.42M 0.01%
18,417
+1,539
608
$2.4M 0.01%
+50,308
609
$2.39M 0.01%
64,738
-22,468
610
$2.38M 0.01%
57,810
-65
611
$2.38M 0.01%
19,211
+1,805
612
$2.38M 0.01%
32,838
-2,007
613
$2.37M 0.01%
13,739
+790
614
$2.36M 0.01%
276,420
+116,262
615
$2.36M 0.01%
135,522
+2,073
616
$2.35M 0.01%
36,570
-2,500
617
$2.35M 0.01%
+78,983
618
$2.33M 0.01%
62,566
+53,547
619
$2.31M 0.01%
178,451
+3,776
620
$2.31M 0.01%
152,368
+107,556
621
$2.27M 0.01%
83,368
-155,156
622
$2.27M 0.01%
43,718
-9,013
623
$2.25M 0.01%
195,299
+3,317
624
$2.25M 0.01%
60,936
+1,199
625
$2.25M 0.01%
41,293
-25
23 24
25
26 27