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
701
$1.78M 0.01%
55,758
-7,863
702
$1.77M 0.01%
29,765
-67
703
$1.76M 0.01%
+23,918
704
$1.76M 0.01%
100,028
-105
705
$1.76M 0.01%
12,309
-632
706
$1.76M 0.01%
61,263
+3,389
707
$1.75M 0.01%
21,837
-330
708
$1.75M 0.01%
23,073
+2,409
709
$1.75M 0.01%
34,538
-12,303
710
$1.74M 0.01%
170,154
-24,201
711
$1.73M 0.01%
15,310
-228
712
$1.72M 0.01%
138,861
-5,362
713
$1.72M 0.01%
54,864
+759
714
$1.71M 0.01%
6,633
+4,674
715
$1.71M 0.01%
59,341
-62,284
716
$1.71M 0.01%
68,996
-7,965
717
$1.7M 0.01%
82,490
-5,150
718
$1.69M 0.01%
66,891
+42,652
719
$1.69M 0.01%
35,467
+2,005
720
$1.64M 0.01%
+81,830
721
$1.63M 0.01%
53,998
+12,787
722
$1.63M 0.01%
21,265
-4,902
723
$1.63M 0.01%
51,619
-15,956
724
$1.63M 0.01%
42,663
+34,319
725
$1.62M 0.01%
33,687
-24,181
27 28
29
30 31