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
1076
$714K ﹤0.01%
9,613
-2,214
1077
$713K ﹤0.01%
60,620
+8,223
1078
$713K ﹤0.01%
14,855
-2,908
1079
$712K ﹤0.01%
4,944
+1,323
1080
$704K ﹤0.01%
31,710
-169,860
1081
$703K ﹤0.01%
53,249
-22,643
1082
$698K ﹤0.01%
13,593
-8,831
1083
$696K ﹤0.01%
12,384
-164
1084
$687K ﹤0.01%
10,620
-21,456
1085
$686K ﹤0.01%
15,931
+838
1086
$684K ﹤0.01%
22,859
-62,007
1087
$684K ﹤0.01%
25,452
+731
1088
$672K ﹤0.01%
38,007
-9,417
1089
$666K ﹤0.01%
13,228
-2,461
1090
$666K ﹤0.01%
29,388
-4,572
1091
$661K ﹤0.01%
8,292
+745
1092
$657K ﹤0.01%
9,241
-3,104
1093
$657K ﹤0.01%
23,224
+250
1094
$657K ﹤0.01%
30,000
1095
$656K ﹤0.01%
25,037
+8,876
1096
$652K ﹤0.01%
13,358
+2,183
1097
$647K ﹤0.01%
+10,930
1098
$642K ﹤0.01%
1,323
-519
1099
$641K ﹤0.01%
4,976
-66
1100
$641K ﹤0.01%
8,095
-577
42 43
44
45 46