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
626
$2.22M 0.01%
156,422
-4,826
627
$2.22M 0.01%
22,310
-1,698
628
$2.21M 0.01%
14,095
+139
629
$2.21M 0.01%
38,072
+1,045
630
$2.21M 0.01%
29,496
-1,425
631
$2.2M 0.01%
73,067
-219,003
632
$2.19M 0.01%
29,244
-546
633
$2.17M 0.01%
181,319
+40,145
634
$2.16M 0.01%
20,699
-3
635
$2.16M 0.01%
66,472
-6,588
636
$2.16M 0.01%
103,641
+11,327
637
$2.15M 0.01%
+60,583
638
$2.15M 0.01%
44,907
+3,430
639
$2.15M 0.01%
16,780
-1,156
640
$2.15M 0.01%
50,543
+31,415
641
$2.14M 0.01%
56,396
-2,744
642
$2.12M 0.01%
44,073
-13,450
643
$2.12M 0.01%
25,923
+3,844
644
$2.12M 0.01%
1,638
+101
645
$2.12M 0.01%
81,834
+4,397
646
$2.12M 0.01%
26,410
-26,916
647
$2.11M 0.01%
26,714
-636
648
$2.1M 0.01%
52,028
-630
649
$2.1M 0.01%
14,274
+2,388
650
$2.1M 0.01%
50,790
-6,267
24 25
26
27 28