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
701
$3.78M 0.01%
19,774
+4,397
702
$3.78M 0.01%
17,239
+1,077
703
$3.78M 0.01%
30,770
-1,894
704
$3.77M 0.01%
205,468
+175,258
705
$3.77M 0.01%
19,225
+31
706
$3.75M 0.01%
8,925
+437
707
$3.75M 0.01%
73,948
+3,750
708
$3.73M 0.01%
66,688
+7,881
709
$3.68M 0.01%
220,157
+6,872
710
$3.68M 0.01%
103,680
-5,092
711
$3.66M 0.01%
168,242
+27,321
712
$3.65M 0.01%
53,081
+10,732
713
$3.65M 0.01%
100,843
+557
714
$3.65M 0.01%
28,565
+3,697
715
$3.64M 0.01%
21,301
+2,875
716
$3.62M 0.01%
22,965
+5,747
717
$3.6M 0.01%
91,169
+12,582
718
$3.59M 0.01%
49,066
-1,572
719
$3.59M 0.01%
260,519
+6,443
720
$3.57M 0.01%
37,911
-51,553
721
$3.56M 0.01%
117,417
-3,336
722
$3.56M 0.01%
34,153
+28,688
723
$3.55M 0.01%
29,977
+18,071
724
$3.54M 0.01%
35,475
+338
725
$3.51M 0.01%
42,666
+4,860
27 28
29
30 31