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
726
$2.31M 0.01%
20,810
+15,538
727
$2.31M 0.01%
115,818
+2,368
728
$2.31M 0.01%
144,487
+34,593
729
$2.3M 0.01%
15,844
-33,695
730
$2.3M 0.01%
22,365
-487
731
$2.28M 0.01%
126,929
-23,747
732
$2.28M 0.01%
232,862
-2,590
733
$2.27M 0.01%
25,134
-895
734
$2.27M 0.01%
83,045
+7,995
735
$2.27M 0.01%
30,647
-5,648
736
$2.26M 0.01%
134,280
+6,840
737
$2.25M 0.01%
103,375
-173,578
738
$2.25M 0.01%
88,157
+77
739
$2.25M 0.01%
+81,855
740
$2.25M 0.01%
36,988
-1,334
741
$2.25M 0.01%
56,883
+66
742
$2.21M 0.01%
27,558
+223
743
$2.2M 0.01%
23,121
-76,867
744
$2.18M 0.01%
27,921
-990
745
$2.18M 0.01%
83,940
+8,890
746
$2.18M 0.01%
75,311
-5,185
747
$2.18M 0.01%
39,901
+5,538
748
$2.17M 0.01%
63,701
+6,482
749
$2.17M 0.01%
41,689
+6,095
750
$2.17M 0.01%
12,420
-2,815
28 29
30
31 32