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
926
$793K ﹤0.01%
185,923
+22,580
927
$783K ﹤0.01%
57,139
+1,164
928
$782K ﹤0.01%
25,949
-1,539
929
$779K ﹤0.01%
8,310
+343
930
$775K ﹤0.01%
+24,166
931
$771K ﹤0.01%
46,031
-13,309
932
$770K ﹤0.01%
17,201
-199
933
$766K ﹤0.01%
124,622
-5,881
934
$754K ﹤0.01%
4,601
+440
935
$752K ﹤0.01%
5,782
+1,108
936
$749K ﹤0.01%
55,190
+7,290
937
$746K ﹤0.01%
35,779
+1,617
938
$740K ﹤0.01%
29,921
-1,564
939
$739K ﹤0.01%
29,717
-1,164
940
$736K ﹤0.01%
2,545
-30
941
$735K ﹤0.01%
11,788
-20,194
942
$733K ﹤0.01%
40,257
+1,583
943
$728K ﹤0.01%
58,937
+2,428
944
$723K ﹤0.01%
+15,502
945
$722K ﹤0.01%
88,854
+18,728
946
$719K ﹤0.01%
14,705
-191
947
$714K ﹤0.01%
25,174
-3
948
$714K ﹤0.01%
9,503
+6,217
949
$709K ﹤0.01%
14,653
950
$708K ﹤0.01%
11,224
+2,277
36 37
38
39 40