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
801
$1.83M 0.01%
26,563
+16,811
802
$1.82M 0.01%
20,424
-42
803
$1.82M 0.01%
33,763
-751
804
$1.82M 0.01%
60,988
+8,726
805
$1.81M 0.01%
8,790
-10,650
806
$1.81M 0.01%
85,574
+2,006
807
$1.8M 0.01%
96,845
+11,302
808
$1.79M 0.01%
18,801
-6,240
809
$1.78M 0.01%
83,300
-4,000
810
$1.77M 0.01%
90,028
-4,500
811
$1.77M 0.01%
29,904
-3,337
812
$1.76M 0.01%
20,692
+6,125
813
$1.74M 0.01%
20,482
+6,807
814
$1.74M 0.01%
55,400
815
$1.74M 0.01%
31,730
+3,969
816
$1.74M 0.01%
22,104
+366
817
$1.73M 0.01%
230,756
+27,113
818
$1.72M 0.01%
25,832
-3,302
819
$1.72M 0.01%
5,340
-1,536
820
$1.72M 0.01%
73,573
+13,416
821
$1.71M 0.01%
8,363
-6,338
822
$1.71M 0.01%
91,953
+34,037
823
$1.71M 0.01%
290,140
+25,512
824
$1.71M 0.01%
192,802
-36,771
825
$1.7M 0.01%
+21,393
31 32
33
34 35