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
951
$703K ﹤0.01%
21,435
-3,200
952
$697K ﹤0.01%
18,480
+2,058
953
$689K ﹤0.01%
15,000
+7,000
954
$688K ﹤0.01%
17,241
-28,441
955
$686K ﹤0.01%
44,160
+3,083
956
$686K ﹤0.01%
32,430
-71,520
957
$684K ﹤0.01%
9,951
958
$682K ﹤0.01%
11,593
-962
959
$679K ﹤0.01%
+5,486
960
$672K ﹤0.01%
20,784
+384
961
$666K ﹤0.01%
23,259
-508
962
$660K ﹤0.01%
13,663
+2,411
963
$657K ﹤0.01%
40,999
-33,690
964
$657K ﹤0.01%
14,272
-2,175
965
$653K ﹤0.01%
9,943
+1,308
966
$647K ﹤0.01%
13,432
+2,307
967
$643K ﹤0.01%
62,415
+27,246
968
$636K ﹤0.01%
33,035
-33,820
969
$632K ﹤0.01%
56,999
+3,660
970
$632K ﹤0.01%
10,117
-1,471
971
$631K ﹤0.01%
4,855
-1,188
972
$621K ﹤0.01%
+15,227
973
$616K ﹤0.01%
11,688
-3,538
974
$615K ﹤0.01%
5,802
-79
975
$611K ﹤0.01%
5,754
-1,028
37 38
39
40 41