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
776
$1.33M 0.01%
71,140
+9,781
777
$1.32M 0.01%
+66,950
778
$1.32M 0.01%
31,851
-20,576
779
$1.31M 0.01%
26,147
+3,473
780
$1.31M 0.01%
16,767
-145
781
$1.31M 0.01%
50,325
+100
782
$1.31M 0.01%
30,151
-985
783
$1.3M 0.01%
10,113
784
$1.3M 0.01%
27,660
+754
785
$1.3M 0.01%
25,975
-2,903
786
$1.29M 0.01%
85,480
+12,937
787
$1.29M 0.01%
10,040
-132
788
$1.29M 0.01%
+17,030
789
$1.27M 0.01%
60,091
+1,099
790
$1.27M 0.01%
31,254
-545
791
$1.27M 0.01%
10,937
+114
792
$1.26M 0.01%
22,477
-2,579
793
$1.26M 0.01%
103,800
-73,023
794
$1.25M 0.01%
86,114
-35,576
795
$1.25M 0.01%
57,294
+7,137
796
$1.24M 0.01%
8,556
-307
797
$1.23M 0.01%
221,328
+65,986
798
$1.22M 0.01%
35,644
-35,488
799
$1.22M 0.01%
10,246
+1,271
800
$1.22M 0.01%
198,800
+15,470
30 31
32
33 34