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
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$47.4M
3
+$33.8M
4
ALGN icon
Align Technology
ALGN
+$32.1M
5
MPC icon
Marathon Petroleum
MPC
+$31.6M

Top Sells

1
+$51.7M
2
+$29.8M
3
+$26.4M
4
VEEV icon
Veeva Systems
VEEV
+$25.9M
5
DHI icon
D.R. Horton
DHI
+$24.6M

Sector Composition

1 Technology 17.25%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.16%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.58M 0.01%
73,128
+31,536
702
$2.58M 0.01%
120,749
-12,401
703
$2.57M 0.01%
69,412
-125
704
$2.57M 0.01%
120,545
+15,000
705
$2.57M 0.01%
33,433
+1,766
706
$2.56M 0.01%
77,773
-4,425
707
$2.56M 0.01%
30,698
-5,639
708
$2.53M 0.01%
10,011
+935
709
$2.53M 0.01%
42,120
+426
710
$2.5M 0.01%
148,251
+6,550
711
$2.49M 0.01%
117,132
+13,374
712
$2.45M 0.01%
38,947
+1,601
713
$2.45M 0.01%
51,098
+2,463
714
$2.44M 0.01%
79,875
715
$2.43M 0.01%
50,615
+1,774
716
$2.41M 0.01%
54,764
-6,585
717
$2.39M 0.01%
117,721
-54,370
718
$2.39M 0.01%
38,754
+2,244
719
$2.39M 0.01%
38,000
-1,569
720
$2.37M 0.01%
28,271
+1,389
721
$2.37M 0.01%
37,834
-143,802
722
$2.36M 0.01%
44,300
-615
723
$2.35M 0.01%
26,958
-11,204
724
$2.35M 0.01%
16,117
+1
725
$2.34M 0.01%
57,042
+434
27 28
29
30 31