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
51
$75M 0.44%
1,406,261
+192,448
52
$74.6M 0.44%
262,157
-15,045
53
$74.1M 0.43%
583,966
+15,221
54
$71.4M 0.42%
411,126
-6,605
55
$70.9M 0.41%
888,626
+53,776
56
$69.7M 0.41%
1,839,550
+67,170
57
$68.7M 0.4%
416,571
+14,479
58
$67.8M 0.4%
496,451
+20,872
59
$66.1M 0.39%
686,073
+24,962
60
$65.8M 0.38%
842,628
+30,806
61
$65.6M 0.38%
849,851
+11,298
62
$64.6M 0.38%
578,607
+82,424
63
$64.5M 0.38%
472,363
+87,360
64
$64M 0.37%
2,474,235
-604,845
65
$62.4M 0.36%
978,234
-232,716
66
$62.3M 0.36%
278,693
+4,918
67
$61.3M 0.36%
763,192
+73,568
68
$60.8M 0.36%
320,312
-30,843
69
$60.8M 0.36%
3,782,836
+43,648
70
$60.6M 0.35%
526,676
+18,218
71
$59.8M 0.35%
1,183,816
+53,236
72
$59.1M 0.35%
911,058
-240,587
73
$58.1M 0.34%
572,527
+530,490
74
$58M 0.34%
135,652
+27,920
75
$57.8M 0.34%
361,903
+12,600
1 2
3
4 5