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
826
$1.07M 0.01%
32,973
+990
827
$1.07M 0.01%
26,002
-451
828
$1.07M 0.01%
77,971
-8,474
829
$1.07M 0.01%
47,118
-9,908
830
$1.07M 0.01%
32,662
+545
831
$1.06M 0.01%
27,969
-47,689
832
$1.05M 0.01%
28,525
+4,538
833
$1.05M 0.01%
17,024
-1,032
834
$1.04M 0.01%
2,301
-464
835
$1.04M 0.01%
16,788
+560
836
$1.04M 0.01%
20,090
-13,828
837
$1.04M 0.01%
5,704
-4,182
838
$1.04M 0.01%
+32,501
839
$1.04M 0.01%
3,444
-110
840
$1.03M 0.01%
31,999
+846
841
$1.03M 0.01%
9,545
+441
842
$1.03M 0.01%
14,710
+2,851
843
$1.03M 0.01%
+32,200
844
$1.02M 0.01%
10,369
+2,654
845
$1.02M 0.01%
12,889
+1,890
846
$1.02M 0.01%
13,267
-423
847
$1.02M 0.01%
9,292
+434
848
$1.01M 0.01%
9,733
+1,748
849
$1.01M 0.01%
19,513
+535
850
$1.01M 0.01%
45,023
+5,782
32 33
34
35 36