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
1051
$460K ﹤0.01%
9,216
-423
1052
$456K ﹤0.01%
7,746
-1,314
1053
$455K ﹤0.01%
14,037
-745
1054
$455K ﹤0.01%
3,648
-542
1055
$450K ﹤0.01%
18,445
+154
1056
$449K ﹤0.01%
+75,815
1057
$444K ﹤0.01%
22,786
+6,463
1058
$441K ﹤0.01%
4,082
-770
1059
$439K ﹤0.01%
9,701
-34,938
1060
$439K ﹤0.01%
500
1061
$437K ﹤0.01%
12,312
+2,287
1062
$435K ﹤0.01%
17,044
-800
1063
$434K ﹤0.01%
9,032
-37,323
1064
$427K ﹤0.01%
+4,190
1065
$426K ﹤0.01%
2,355
+301
1066
$426K ﹤0.01%
16,738
-800
1067
$425K ﹤0.01%
15,354
+2,821
1068
$422K ﹤0.01%
8,573
-9,995
1069
$421K ﹤0.01%
9,261
1070
$418K ﹤0.01%
12,150
-6
1071
$415K ﹤0.01%
2,088
-765
1072
$414K ﹤0.01%
4,001
+1
1073
$413K ﹤0.01%
4,525
+116
1074
$412K ﹤0.01%
6,916
1075
$405K ﹤0.01%
28,535
-875
41 42
43
44 45