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
626
$4.66M 0.01%
104,714
-2,044
627
$4.62M 0.01%
87,932
-1,401
628
$4.61M 0.01%
191,228
+68,979
629
$4.61M 0.01%
99,469
+16,600
630
$4.6M 0.01%
36,301
+1,074
631
$4.6M 0.01%
153,442
-31,858
632
$4.58M 0.01%
328,126
+13,783
633
$4.56M 0.01%
343,066
+12,144
634
$4.55M 0.01%
176,701
+4,024
635
$4.52M 0.01%
914,681
-105,682
636
$4.51M 0.01%
42,676
+2,839
637
$4.49M 0.01%
79,019
-4,854
638
$4.45M 0.01%
53,949
+5,801
639
$4.44M 0.01%
187,943
-3,437
640
$4.44M 0.01%
91,129
+438
641
$4.43M 0.01%
46,146
-1,329
642
$4.42M 0.01%
160,407
-5,045
643
$4.41M 0.01%
47,645
-5,020
644
$4.4M 0.01%
84,256
+37,000
645
$4.39M 0.01%
122,390
-8,652
646
$4.38M 0.01%
15,637
+4,503
647
$4.38M 0.01%
77,656
-17,434
648
$4.37M 0.01%
65,539
649
$4.37M 0.01%
87,442
+4,335
650
$4.36M 0.01%
18,360
+802
24 25
26
27 28