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
601
$4.97M 0.01%
215,395
+7,181
602
$4.96M 0.01%
72,928
+11,329
603
$4.95M 0.01%
197,333
+3,095
604
$4.95M 0.01%
153,017
+2,070
605
$4.92M 0.01%
34,077
+1,075
606
$4.91M 0.01%
247,599
+201,140
607
$4.88M 0.01%
38,347
+1,626
608
$4.88M 0.01%
92,854
+2,794
609
$4.87M 0.01%
54,127
-13,062
610
$4.85M 0.01%
28,570
+363
611
$4.84M 0.01%
189,040
+123,540
612
$4.82M 0.01%
58,749
+6,630
613
$4.81M 0.01%
96,814
+12,038
614
$4.79M 0.01%
60,501
+5,118
615
$4.78M 0.01%
509,784
+33,769
616
$4.76M 0.01%
118,414
-3,220
617
$4.75M 0.01%
42,767
+35,841
618
$4.74M 0.01%
70,948
+606
619
$4.73M 0.01%
11,984
+322
620
$4.72M 0.01%
467,822
-133,301
621
$4.72M 0.01%
104,272
+6,636
622
$4.72M 0.01%
41,529
+1,470
623
$4.7M 0.01%
37,903
+705
624
$4.69M 0.01%
9,099
+866
625
$4.69M 0.01%
30,147
+2,297
23 24
25
26 27