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
676
$1.94M 0.01%
34,408
+2,298
677
$1.94M 0.01%
38,921
-1,259
678
$1.93M 0.01%
1,933
+1,613
679
$1.92M 0.01%
35,022
-776
680
$1.92M 0.01%
36,658
+5,215
681
$1.91M 0.01%
112,593
+7,310
682
$1.91M 0.01%
15,332
-7,852
683
$1.91M 0.01%
26,443
+4,662
684
$1.91M 0.01%
206,387
+38,140
685
$1.9M 0.01%
27,159
-7,717
686
$1.89M 0.01%
17,701
+7,052
687
$1.89M 0.01%
133,002
+9,362
688
$1.88M 0.01%
22,166
-255
689
$1.86M 0.01%
21,992
-364
690
$1.83M 0.01%
29,764
-20,954
691
$1.81M 0.01%
80,060
-54,455
692
$1.81M 0.01%
19,736
-14,653
693
$1.8M 0.01%
159,736
+44,550
694
$1.79M 0.01%
149,158
-10,289
695
$1.79M 0.01%
99,090
+1,714
696
$1.79M 0.01%
13,871
+3,809
697
$1.79M 0.01%
21,273
+12
698
$1.79M 0.01%
+102,164
699
$1.78M 0.01%
+27,749
700
$1.78M 0.01%
135,070
+26,728
26 27
28
29 30