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
851
$1.01M 0.01%
17,970
-81
852
$1.01M 0.01%
29,516
+2,286
853
$1.01M 0.01%
22,572
+1,372
854
$1.01M 0.01%
45,288
-375
855
$999K 0.01%
21,516
-137
856
$996K 0.01%
126,684
+9,286
857
$982K 0.01%
18,636
-2,690
858
$982K 0.01%
38,480
+11,625
859
$981K 0.01%
73,378
+1
860
$971K 0.01%
13,500
-113
861
$967K 0.01%
+11,266
862
$963K 0.01%
4,992
+247
863
$961K 0.01%
6,309
-87,905
864
$961K 0.01%
23,113
-81,377
865
$959K 0.01%
13,513
+3,065
866
$956K 0.01%
46,121
+10,650
867
$954K 0.01%
123,428
+50,298
868
$952K 0.01%
37,723
+869
869
$947K 0.01%
17,780
-5,703
870
$945K 0.01%
11,829
-483
871
$943K 0.01%
58,167
+27,674
872
$938K 0.01%
34,114
+7,590
873
$938K 0.01%
24,216
+28
874
$936K 0.01%
64,692
-10,063
875
$931K 0.01%
32,420
+8,998
33 34
35
36 37