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
651
$2.1M 0.01%
64,197
+11,893
652
$2.08M 0.01%
15,987
+40
653
$2.08M 0.01%
43,524
-1,330
654
$2.08M 0.01%
51,141
+31,597
655
$2.07M 0.01%
1,590
+46
656
$2.06M 0.01%
97,863
+2,505
657
$2.05M 0.01%
24,961
+8
658
$2.04M 0.01%
234,304
-18
659
$2.04M 0.01%
11,166
-348
660
$2.03M 0.01%
32,432
+4,537
661
$2.03M 0.01%
79,895
+6,459
662
$2.03M 0.01%
31,430
-20,504
663
$2.01M 0.01%
82,589
+7,189
664
$2M 0.01%
57,615
-852
665
$1.99M 0.01%
94,819
+4,181
666
$1.99M 0.01%
46,162
-109
667
$1.99M 0.01%
18,706
+131
668
$1.99M 0.01%
12,346
-20,911
669
$1.98M 0.01%
44,414
-7,816
670
$1.97M 0.01%
104,620
+656
671
$1.97M 0.01%
35,103
-21,488
672
$1.97M 0.01%
+106,332
673
$1.96M 0.01%
+54,209
674
$1.95M 0.01%
21,770
-340
675
$1.95M 0.01%
+64,262
25 26
27
28 29