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
801
$1.21M 0.01%
100,228
+20,015
802
$1.21M 0.01%
5,573
+4
803
$1.2M 0.01%
58,690
+4,119
804
$1.2M 0.01%
32,888
-6,085
805
$1.19M 0.01%
23,790
+8,015
806
$1.18M 0.01%
12,681
-15,044
807
$1.18M 0.01%
30,945
+16,405
808
$1.18M 0.01%
81,752
+11,761
809
$1.17M 0.01%
56,904
+46,089
810
$1.16M 0.01%
71,875
+19,547
811
$1.16M 0.01%
19,756
-657
812
$1.15M 0.01%
141,762
+7,845
813
$1.15M 0.01%
15,479
-598
814
$1.14M 0.01%
12,738
+879
815
$1.14M 0.01%
109,729
+30,954
816
$1.13M 0.01%
50,980
+1,691
817
$1.13M 0.01%
11,139
+3,316
818
$1.11M 0.01%
6,464
-1,602
819
$1.11M 0.01%
19,137
-93
820
$1.1M 0.01%
28,639
-625
821
$1.1M 0.01%
9,607
-70
822
$1.1M 0.01%
52,081
+875
823
$1.09M 0.01%
13,769
-3,180
824
$1.08M 0.01%
22,285
-52
825
$1.08M 0.01%
12,143
-2,466
31 32
33
34 35