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
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$47.4M
3
+$33.8M
4
ALGN icon
Align Technology
ALGN
+$32.1M
5
MPC icon
Marathon Petroleum
MPC
+$31.6M

Top Sells

1
+$51.7M
2
+$29.8M
3
+$26.4M
4
VEEV icon
Veeva Systems
VEEV
+$25.9M
5
DHI icon
D.R. Horton
DHI
+$24.6M

Sector Composition

1 Technology 17.25%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.16%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1.07M ﹤0.01%
32,094
-685
952
$1.06M ﹤0.01%
67,493
+1,652
953
$1.06M ﹤0.01%
20,257
-2,892
954
$1.06M ﹤0.01%
65,333
+405
955
$1.05M ﹤0.01%
14,686
+6,649
956
$1.05M ﹤0.01%
14,274
+3,295
957
$1.04M ﹤0.01%
79,420
+12,314
958
$1.04M ﹤0.01%
35,081
+22,334
959
$1.04M ﹤0.01%
13,666
+5,399
960
$1.04M ﹤0.01%
24,908
-53,900
961
$1.04M ﹤0.01%
25,870
-2,279
962
$1.03M ﹤0.01%
6,781
+154
963
$1.03M ﹤0.01%
32,125
+1,844
964
$1.02M ﹤0.01%
82,636
+33,144
965
$1.02M ﹤0.01%
16,827
-625
966
$1.02M ﹤0.01%
47,333
-23
967
$997K ﹤0.01%
16,231
-268
968
$995K ﹤0.01%
20,667
+2,959
969
$994K ﹤0.01%
30,368
+1,203
970
$987K ﹤0.01%
52,840
-2,550
971
$982K ﹤0.01%
3,344
-4,799
972
$981K ﹤0.01%
+6,965
973
$979K ﹤0.01%
6,075
-894
974
$967K ﹤0.01%
38,042
-300
975
$960K ﹤0.01%
+56,456
37 38
39
40 41