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
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$47.4M
3
+$33.8M
4
ALGN icon
Align Technology
ALGN
+$32.1M
5
MPC icon
Marathon Petroleum
MPC
+$31.6M

Top Sells

1
+$51.7M
2
+$29.8M
3
+$26.4M
4
VEEV icon
Veeva Systems
VEEV
+$25.9M
5
DHI icon
D.R. Horton
DHI
+$24.6M

Sector Composition

1 Technology 17.25%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.16%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.69M 0.01%
35,483
+2,260
602
$3.69M 0.01%
24,017
-500
603
$3.69M 0.01%
186,745
+71,863
604
$3.69M 0.01%
61,942
-55,561
605
$3.67M 0.01%
33,654
-134
606
$3.66M 0.01%
115,222
-7,770
607
$3.64M 0.01%
159,976
+4,120
608
$3.61M 0.01%
59,046
+26,628
609
$3.59M 0.01%
311,245
-5,768
610
$3.55M 0.01%
84,580
+7,186
611
$3.54M 0.01%
35,113
-2,255
612
$3.52M 0.01%
79,866
+7,332
613
$3.51M 0.01%
100,549
+4,105
614
$3.5M 0.01%
171,415
+7,744
615
$3.5M 0.01%
11,571
+119
616
$3.49M 0.01%
168,527
+9,241
617
$3.48M 0.01%
69,045
-243
618
$3.45M 0.01%
67,789
-38,903
619
$3.43M 0.01%
5,879
-1,601
620
$3.43M 0.01%
174,899
-3,535
621
$3.43M 0.01%
30,436
+2,408
622
$3.4M 0.01%
34,138
-1,533
623
$3.4M 0.01%
23,360
+930
624
$3.4M 0.01%
121,611
+16,389
625
$3.4M 0.01%
390,960
-3,840
23 24
25
26 27