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
976
$604K ﹤0.01%
+7,845
977
$598K ﹤0.01%
30,000
978
$596K ﹤0.01%
3,496
+83
979
$592K ﹤0.01%
44,347
+16,395
980
$591K ﹤0.01%
11,920
+206
981
$587K ﹤0.01%
24,067
-501
982
$587K ﹤0.01%
37,454
-13,282
983
$585K ﹤0.01%
7,710
+822
984
$584K ﹤0.01%
10,513
+115
985
$584K ﹤0.01%
21,514
-3,947
986
$584K ﹤0.01%
12,685
-521
987
$583K ﹤0.01%
14,581
+349
988
$582K ﹤0.01%
+32,789
989
$582K ﹤0.01%
4,793
-215
990
$581K ﹤0.01%
191,801
991
$574K ﹤0.01%
14,880
+2,672
992
$573K ﹤0.01%
12,100
-1,002
993
$572K ﹤0.01%
11,424
+2,281
994
$571K ﹤0.01%
33,755
+456
995
$571K ﹤0.01%
6,837
+71
996
$570K ﹤0.01%
36,172
+275
997
$568K ﹤0.01%
11,158
-5,736
998
$568K ﹤0.01%
17,263
-1,586
999
$568K ﹤0.01%
35,006
+2,508
1000
$561K ﹤0.01%
31,255
-684
38 39
40
41 42