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
1026
$511K ﹤0.01%
4,144
+588
1027
$510K ﹤0.01%
8,108
+276
1028
$508K ﹤0.01%
19,586
1029
$506K ﹤0.01%
12,785
+5,034
1030
$503K ﹤0.01%
10,305
+5,096
1031
$499K ﹤0.01%
22,118
+2,796
1032
$498K ﹤0.01%
26,252
+346
1033
$497K ﹤0.01%
21,483
+7,720
1034
$495K ﹤0.01%
77,286
-426
1035
$495K ﹤0.01%
9,707
+3,844
1036
$490K ﹤0.01%
18,714
-23,966
1037
$488K ﹤0.01%
21,818
+5,551
1038
$488K ﹤0.01%
9,358
-516
1039
$484K ﹤0.01%
33,268
-34,841
1040
$482K ﹤0.01%
4,369
-10,856
1041
$479K ﹤0.01%
4,782
-350
1042
$478K ﹤0.01%
22,447
-3,958
1043
$476K ﹤0.01%
7,396
-85
1044
$476K ﹤0.01%
+19,467
1045
$475K ﹤0.01%
48,395
-5,397
1046
$474K ﹤0.01%
+2,627
1047
$472K ﹤0.01%
20,233
-630
1048
$471K ﹤0.01%
4,082
+1
1049
$469K ﹤0.01%
3,906
+2
1050
$465K ﹤0.01%
35,289
-829
40 41
42
43 44