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
651
$4.36M 0.01%
293,136
-7,262
652
$4.35M 0.01%
72,392
+6,075
653
$4.34M 0.01%
114,576
-10,828
654
$4.34M 0.01%
173,724
-1,307
655
$4.33M 0.01%
101,990
-6,901
656
$4.31M 0.01%
21,620
+6,629
657
$4.31M 0.01%
199,409
+60,794
658
$4.3M 0.01%
28,162
-433
659
$4.29M 0.01%
114,225
-1,997
660
$4.29M 0.01%
77,731
+8,860
661
$4.25M 0.01%
160,768
-3,049
662
$4.23M 0.01%
35,423
+3,962
663
$4.21M 0.01%
99,499
+77,887
664
$4.21M 0.01%
81,882
-2,553
665
$4.2M 0.01%
52,756
+220
666
$4.19M 0.01%
371,434
+116,943
667
$4.16M 0.01%
34,622
-124
668
$4.14M 0.01%
95,333
+30,343
669
$4.14M 0.01%
54,627
-116
670
$4.13M 0.01%
432,031
-3,354
671
$4.08M 0.01%
16,608
+766
672
$4.08M 0.01%
251,254
+10,485
673
$4.07M 0.01%
46,076
+18,702
674
$4.06M 0.01%
32,919
+1,943
675
$4.04M 0.01%
39,856
+19,330
25 26
27
28 29