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
$39.1B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$40M
3
+$31.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.4M
5
ALGN icon
Align Technology
ALGN
+$17.3M

Top Sells

1
+$49.9M
2
+$45.9M
3
+$25.2M
4
TTWO icon
Take-Two Interactive
TTWO
+$23.9M
5
EPAM icon
EPAM Systems
EPAM
+$23M

Sector Composition

1 Technology 18.81%
2 Financials 12.36%
3 Healthcare 11.07%
4 Industrials 9.31%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$113M 0.29%
509,954
+7,741
77
$113M 0.29%
685,086
-68,890
78
$112M 0.29%
180,775
-26,125
79
$111M 0.28%
255,026
-10,031
80
$109M 0.28%
278,060
+26,628
81
$109M 0.28%
2,339,556
-104,579
82
$108M 0.28%
397,344
+15,144
83
$106M 0.27%
505,247
+61,737
84
$106M 0.27%
529,129
+2,931
85
$106M 0.27%
979,239
+14,436
86
$106M 0.27%
1,504,189
+107,243
87
$105M 0.27%
505,384
+3,217
88
$103M 0.26%
2,548,780
-63,755
89
$103M 0.26%
823,569
+26,396
90
$102M 0.26%
389,971
+8,160
91
$101M 0.26%
175,922
-821
92
$100M 0.26%
347,722
-65,305
93
$100M 0.26%
516,451
-10,057
94
$99.2M 0.25%
1,886,340
+53,665
95
$98M 0.25%
554,149
-729
96
$98M 0.25%
587,870
+2,580
97
$97.2M 0.25%
2,673,850
-14,400
98
$95.4M 0.24%
1,222,963
-8,564
99
$95.3M 0.24%
523,532
-3,936
100
$94.7M 0.24%
462,054
+8,173
2 3
4
5 6