Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.1B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$40.3M
3
+$33.4M
4
ALGN icon
Align Technology
ALGN
+$17.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M

Top Sells

1
+$49.9M
2
+$46.1M
3
+$25.9M
4
TTWO icon
Take-Two Interactive
TTWO
+$25.1M
5
EPAM icon
EPAM Systems
EPAM
+$23.7M

Sector Composition

1 Technology 18.81%
2 Financials 12.36%
3 Healthcare 11.07%
4 Industrials 9.31%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2.79M 0.01%
42,572
+1,133
802
$2.78M 0.01%
200,182
+1,936
803
$2.78M 0.01%
78,769
+40,573
804
$2.78M 0.01%
13,295
+1,642
805
$2.77M 0.01%
80,472
+24,297
806
$2.77M 0.01%
53,937
-18,843
807
$2.77M 0.01%
57,967
-893
808
$2.76M 0.01%
44,922
+4,854
809
$2.76M 0.01%
61,529
-4,355
810
$2.74M 0.01%
128,871
+31,255
811
$2.74M 0.01%
445,195
+22,467
812
$2.73M 0.01%
201,291
+2,674
813
$2.72M 0.01%
53,424
-15,913
814
$2.71M 0.01%
60,881
-1,347
815
$2.69M 0.01%
12,887
+26
816
$2.69M 0.01%
84,698
+610
817
$2.69M 0.01%
+147,113
818
$2.69M 0.01%
24,436
+1,668
819
$2.69M 0.01%
30,880
+5,323
820
$2.69M 0.01%
329,688
-2,575
821
$2.69M 0.01%
13,050
+4,190
822
$2.69M 0.01%
116,177
+5,164
823
$2.68M 0.01%
32,439
+26,887
824
$2.68M 0.01%
27,451
+593
825
$2.68M 0.01%
120,721
+1,708
31 32
33
34 35