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
726
$1.62M 0.01%
37,281
+2,199
727
$1.62M 0.01%
147,171
+93,641
728
$1.62M 0.01%
32,455
+27
729
$1.62M 0.01%
32,085
-2,079
730
$1.6M 0.01%
17,481
+80
731
$1.58M 0.01%
55,482
+4,794
732
$1.58M 0.01%
146,421
+37,351
733
$1.57M 0.01%
7,056
-436
734
$1.56M 0.01%
55,401
-393
735
$1.55M 0.01%
83,990
+32,992
736
$1.55M 0.01%
97,695
+14,663
737
$1.55M 0.01%
47,724
+9,512
738
$1.55M 0.01%
30,405
-594,781
739
$1.53M 0.01%
46,750
+2,428
740
$1.53M 0.01%
19,517
+14,341
741
$1.52M 0.01%
13,832
+238
742
$1.52M 0.01%
63,312
+528
743
$1.51M 0.01%
22,109
+642
744
$1.51M 0.01%
75,749
-30,151
745
$1.51M 0.01%
91,815
-263,243
746
$1.5M 0.01%
42,067
-25,473
747
$1.5M 0.01%
25,181
-18,475
748
$1.49M 0.01%
49,794
-57
749
$1.49M 0.01%
+80,553
750
$1.49M 0.01%
151,376
+9,631
28 29
30
31 32