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
976
$959K ﹤0.01%
45,306
+437
977
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+14,235
978
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979
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16,898
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$940K ﹤0.01%
28,397
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$938K ﹤0.01%
18,385
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983
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$889K ﹤0.01%
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$887K ﹤0.01%
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996
$886K ﹤0.01%
15,654
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997
$880K ﹤0.01%
25,652
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$869K ﹤0.01%
24,234
-2
999
$868K ﹤0.01%
22,461
-949
1000
$867K ﹤0.01%
6,172
-599
38 39
40
41 42