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
$39.1B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$40M
3
+$31.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.4M
5
ALGN icon
Align Technology
ALGN
+$17.3M

Top Sells

1
+$49.9M
2
+$45.9M
3
+$25.2M
4
TTWO icon
Take-Two Interactive
TTWO
+$23.9M
5
EPAM icon
EPAM Systems
EPAM
+$23M

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
901
$2.28M 0.01%
41,824
+1,022
902
$2.26M 0.01%
+81,090
903
$2.26M 0.01%
31,584
+2,575
904
$2.25M 0.01%
40,581
905
$2.21M 0.01%
9,507
+1,880
906
$2.21M 0.01%
38,436
-16,634
907
$2.19M 0.01%
34,058
-1,202
908
$2.19M 0.01%
34,447
+47
909
$2.19M 0.01%
85,759
+58
910
$2.18M 0.01%
+192,936
911
$2.17M 0.01%
19,476
+219
912
$2.17M 0.01%
30,822
+3,758
913
$2.16M 0.01%
48,640
-1,113
914
$2.16M 0.01%
49,761
-2,712
915
$2.14M 0.01%
118,730
+388
916
$2.14M 0.01%
33,804
+13,980
917
$2.13M 0.01%
140,507
+459
918
$2.13M 0.01%
14,064
+4,858
919
$2.13M 0.01%
34,224
-2,087
920
$2.12M 0.01%
40,895
-344
921
$2.12M 0.01%
137,201
-28,740
922
$2.12M 0.01%
42,117
+12,347
923
$2.12M 0.01%
40,137
+7,941
924
$2.12M 0.01%
120,934
+11,324
925
$2.11M 0.01%
29,128
-686
35 36
37
38 39