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
901
$860K 0.01%
34,511
-1,793
902
$858K 0.01%
20,380
-3,049
903
$857K 0.01%
8,225
+2,048
904
$854K 0.01%
137,122
905
$854K 0.01%
141,993
+5,106
906
$850K 0.01%
35,329
+1,982
907
$847K 0.01%
26,779
+6,659
908
$846K ﹤0.01%
37,120
+5,215
909
$841K ﹤0.01%
70,560
+12,765
910
$839K ﹤0.01%
46,343
+7,068
911
$839K ﹤0.01%
21,860
+1,126
912
$828K ﹤0.01%
25,310
-1
913
$824K ﹤0.01%
29,152
-8,838
914
$822K ﹤0.01%
15,723
-3,977
915
$821K ﹤0.01%
12,452
-1,063
916
$820K ﹤0.01%
48,845
-55,285
917
$815K ﹤0.01%
48,118
-1,914
918
$814K ﹤0.01%
19,276
-2,018
919
$814K ﹤0.01%
+24,656
920
$807K ﹤0.01%
21,698
-2,732
921
$806K ﹤0.01%
6,298
-105
922
$805K ﹤0.01%
62,482
+43,331
923
$805K ﹤0.01%
29,799
+4,719
924
$801K ﹤0.01%
40,990
+5,805
925
$793K ﹤0.01%
+17,322
35 36
37
38 39