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
51
$162M 0.41%
627,390
+666
52
$158M 0.4%
188,318
+950
53
$148M 0.38%
1,454,400
+24,350
54
$147M 0.38%
1,280,799
+151,609
55
$142M 0.36%
621,700
-708
56
$139M 0.35%
6,695,140
+319,660
57
$136M 0.35%
706,594
+72,822
58
$133M 0.34%
1,223,666
+68,016
59
$132M 0.34%
1,817,182
+25,176
60
$132M 0.34%
1,020,372
+121,947
61
$131M 0.33%
716,741
+28,593
62
$128M 0.33%
2,632,540
-947,530
63
$126M 0.32%
594,758
+26,600
64
$123M 0.32%
2,025,409
+83,600
65
$123M 0.32%
849,193
-1,556
66
$122M 0.31%
2,296,095
+13,830
67
$122M 0.31%
245,996
-1,574
68
$122M 0.31%
556,045
-7,217
69
$121M 0.31%
824,851
+49,892
70
$120M 0.31%
1,566,324
-6,888
71
$119M 0.3%
492,940
+10,665
72
$118M 0.3%
1,509,076
+45,288
73
$116M 0.3%
3,725,113
+211,364
74
$115M 0.29%
237,131
-1,179
75
$115M 0.29%
837,596
-9,580
1 2
3
4 5