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
1076
$400K ﹤0.01%
3,352
-13,104
1077
$395K ﹤0.01%
9,848
+3,849
1078
$395K ﹤0.01%
12,402
+101
1079
$394K ﹤0.01%
14,965
1080
$392K ﹤0.01%
13,567
-725
1081
$389K ﹤0.01%
10,187
+1,310
1082
$383K ﹤0.01%
7,494
1083
$379K ﹤0.01%
+11,656
1084
$379K ﹤0.01%
7,171
+3,088
1085
$379K ﹤0.01%
16,932
+700
1086
$377K ﹤0.01%
7,515
-1,000
1087
$376K ﹤0.01%
11,103
1088
$376K ﹤0.01%
11,167
+1
1089
$375K ﹤0.01%
43,082
+117
1090
$374K ﹤0.01%
10,974
+1,328
1091
$373K ﹤0.01%
30,697
+7,005
1092
$369K ﹤0.01%
7,175
-1,112
1093
$367K ﹤0.01%
4,036
-1,200
1094
$367K ﹤0.01%
22,432
+200
1095
$366K ﹤0.01%
9,720
+1,057
1096
$362K ﹤0.01%
5,230
-253
1097
$361K ﹤0.01%
2,698
-57
1098
$359K ﹤0.01%
6,761
-4,347
1099
$358K ﹤0.01%
4,150
+470
1100
$357K ﹤0.01%
+5,897
42 43
44
45 46