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
751
$1.47M 0.01%
15,998
+2,694
752
$1.47M 0.01%
67,560
+5,262
753
$1.47M 0.01%
43,819
+609
754
$1.47M 0.01%
10,472
+209
755
$1.46M 0.01%
+200,577
756
$1.45M 0.01%
172,478
-13,742
757
$1.44M 0.01%
22,627
+3,892
758
$1.43M 0.01%
109,753
+5,012
759
$1.42M 0.01%
139,634
-11,669
760
$1.42M 0.01%
15,028
-809
761
$1.42M 0.01%
57,245
+9,810
762
$1.41M 0.01%
146,791
+6,657
763
$1.41M 0.01%
109,008
+74,457
764
$1.41M 0.01%
33,831
+99
765
$1.41M 0.01%
51,385
+1,980
766
$1.4M 0.01%
23,010
-2,705
767
$1.4M 0.01%
8,461
+4,601
768
$1.39M 0.01%
34,313
-73
769
$1.39M 0.01%
7,296
+918
770
$1.39M 0.01%
14,271
-1,190
771
$1.39M 0.01%
25,717
+3,488
772
$1.37M 0.01%
+127,502
773
$1.37M 0.01%
23,983
+88
774
$1.34M 0.01%
78,376
+19,000
775
$1.33M 0.01%
17,895
+146
29 30
31
32 33