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
1101
$640K ﹤0.01%
19,195
+84
1102
$639K ﹤0.01%
536
+6
1103
$635K ﹤0.01%
19,914
+3,837
1104
$628K ﹤0.01%
13,362
+1,274
1105
$627K ﹤0.01%
+14,580
1106
$621K ﹤0.01%
10,994
-3,359
1107
$619K ﹤0.01%
13,730
+986
1108
$619K ﹤0.01%
30,159
-166,445
1109
$616K ﹤0.01%
55,837
+20,830
1110
$614K ﹤0.01%
21,221
-844
1111
$614K ﹤0.01%
5,751
-855
1112
$611K ﹤0.01%
4,833
+615
1113
$610K ﹤0.01%
13,716
-256
1114
$607K ﹤0.01%
8,632
-80
1115
$606K ﹤0.01%
81,135
-144,465
1116
$603K ﹤0.01%
23,223
-1,725
1117
$601K ﹤0.01%
21,958
+2,999
1118
$600K ﹤0.01%
27,202
+256
1119
$596K ﹤0.01%
87,966
-361
1120
$596K ﹤0.01%
21,810
1121
$594K ﹤0.01%
17,336
-1,304
1122
$592K ﹤0.01%
13,752
+420
1123
$592K ﹤0.01%
4,299
+1,101
1124
$591K ﹤0.01%
3,594
-1,471
1125
$587K ﹤0.01%
4,549
+1,373
43 44
45
46 47