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
76
$79.8M 0.29%
777,624
-14,694
77
$79.7M 0.29%
463,010
-16,523
78
$79.7M 0.29%
271,244
-2,251
79
$79.7M 0.29%
930,659
+179,662
80
$78.8M 0.28%
442,688
-38,064
81
$78.5M 0.28%
1,166,396
-44,976
82
$78.4M 0.28%
459,969
-14,949
83
$78.2M 0.28%
368,507
-1,099
84
$78.1M 0.28%
561,255
-21,271
85
$77.6M 0.28%
690,897
-9,321
86
$77.6M 0.28%
1,628,345
+49,183
87
$77M 0.28%
488,469
-19,589
88
$76.7M 0.28%
222,902
+12,825
89
$76.2M 0.27%
949,148
-29,724
90
$74.9M 0.27%
268,582
+115,205
91
$74.9M 0.27%
794,436
+33,046
92
$74.8M 0.27%
351,975
-12,453
93
$74.6M 0.27%
408,698
-10,017
94
$74.3M 0.27%
1,874,913
-18,537
95
$74.2M 0.27%
942,310
-25,696
96
$72.7M 0.26%
784,004
-66,015
97
$72.1M 0.26%
971,138
-38,414
98
$72.1M 0.26%
826,394
+139,365
99
$72.1M 0.26%
35,095
+3,453
100
$71.3M 0.26%
347,322
-1,379
2 3
4
5 6