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
1001
$1.69M ﹤0.01%
29,022
+10,963
1002
$1.68M ﹤0.01%
26,000
1003
$1.67M ﹤0.01%
39,457
+2,199
1004
$1.67M ﹤0.01%
194,533
-26,021
1005
$1.67M ﹤0.01%
19,377
+345
1006
$1.66M ﹤0.01%
33,394
+8,216
1007
$1.66M ﹤0.01%
105,986
+5,865
1008
$1.66M ﹤0.01%
35,700
-1,545
1009
$1.65M ﹤0.01%
55,094
-572
1010
$1.65M ﹤0.01%
8,062
+1,585
1011
$1.64M ﹤0.01%
27,324
-795
1012
$1.64M ﹤0.01%
8,494
+1,800
1013
$1.64M ﹤0.01%
6,867
+1,476
1014
$1.63M ﹤0.01%
69,323
-263
1015
$1.62M ﹤0.01%
141,554
-130,795
1016
$1.61M ﹤0.01%
173,323
-50,705
1017
$1.61M ﹤0.01%
66,039
+1,675
1018
$1.61M ﹤0.01%
62,049
+6,650
1019
$1.61M ﹤0.01%
309,654
-9,873
1020
$1.6M ﹤0.01%
66,053
+15
1021
$1.59M ﹤0.01%
44,773
+9,386
1022
$1.59M ﹤0.01%
13,428
-2,051
1023
$1.59M ﹤0.01%
54,268
-265
1024
$1.58M ﹤0.01%
75,020
+16,098
1025
$1.58M ﹤0.01%
5,800
-758
39 40
41
42 43