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
1026
$807K ﹤0.01%
171,740
-20,061
1027
$806K ﹤0.01%
10,644
-1,900
1028
$802K ﹤0.01%
8,002
-914
1029
$800K ﹤0.01%
48,999
+7,654
1030
$799K ﹤0.01%
33,360
+183
1031
$794K ﹤0.01%
6,410
-287
1032
$793K ﹤0.01%
7,772
+300
1033
$790K ﹤0.01%
98,255
+84
1034
$783K ﹤0.01%
38,586
-725
1035
$782K ﹤0.01%
31,456
+1,891
1036
$780K ﹤0.01%
11,924
+195
1037
$776K ﹤0.01%
14,374
+600
1038
$776K ﹤0.01%
4,907
-23,302
1039
$772K ﹤0.01%
25,514
-18,483
1040
$770K ﹤0.01%
21,627
-8,280
1041
$769K ﹤0.01%
45,950
-2,250
1042
$766K ﹤0.01%
12,117
+2,187
1043
$764K ﹤0.01%
+15,270
1044
$764K ﹤0.01%
12,818
-3,034
1045
$763K ﹤0.01%
15,133
+2,280
1046
$763K ﹤0.01%
13,032
-229
1047
$763K ﹤0.01%
34,905
+1,019
1048
$762K ﹤0.01%
14,589
-961
1049
$761K ﹤0.01%
25,648
-82,136
1050
$760K ﹤0.01%
9,595
+6,836
40 41
42
43 44