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
76
$56.9M 0.33%
846,187
+51,155
77
$56.7M 0.33%
1,055,419
-115,898
78
$56.6M 0.33%
57,672
-5,886
79
$56M 0.33%
274,153
+9,536
80
$55.9M 0.33%
696,718
+72,960
81
$55.7M 0.33%
366,772
+156,655
82
$55.6M 0.33%
355,170
-72,261
83
$55.3M 0.32%
544,842
+137,022
84
$54.7M 0.32%
221,203
-18,935
85
$54.3M 0.32%
400,627
+14,319
86
$53.6M 0.31%
1,179,009
+52,027
87
$53M 0.31%
486,032
+34,432
88
$53M 0.31%
1,279,634
+296,077
89
$52.9M 0.31%
196,290
+11,170
90
$52.8M 0.31%
243,164
+9,871
91
$52.3M 0.31%
706,864
+216,240
92
$52.3M 0.31%
275,259
-1,191
93
$52.3M 0.31%
1,055,470
+36,399
94
$51.6M 0.3%
519,416
+316,239
95
$51.4M 0.3%
29,441
+9,036
96
$51M 0.3%
607,057
-72,050
97
$50.6M 0.3%
374,473
+21,143
98
$50.3M 0.29%
1,245,348
+43,484
99
$50.1M 0.29%
770,791
+201,495
100
$49.9M 0.29%
615,253
+43,725
2 3
4
5 6