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
$39.1B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$40M
3
+$31.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.4M
5
ALGN icon
Align Technology
ALGN
+$17.3M

Top Sells

1
+$49.9M
2
+$45.9M
3
+$25.2M
4
TTWO icon
Take-Two Interactive
TTWO
+$23.9M
5
EPAM icon
EPAM Systems
EPAM
+$23M

Sector Composition

1 Technology 18.81%
2 Financials 12.36%
3 Healthcare 11.07%
4 Industrials 9.31%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$1.29M ﹤0.01%
11,848
+3,386
1102
$1.29M ﹤0.01%
5,928
+136
1103
$1.29M ﹤0.01%
10,230
-5,375
1104
$1.28M ﹤0.01%
30,734
+2,218
1105
$1.28M ﹤0.01%
106,441
-198
1106
$1.28M ﹤0.01%
160,707
+6,642
1107
$1.27M ﹤0.01%
84,455
+1,280
1108
$1.27M ﹤0.01%
83,712
-149
1109
$1.27M ﹤0.01%
35,422
+224
1110
$1.27M ﹤0.01%
3,089
+930
1111
$1.27M ﹤0.01%
57,516
-6,640
1112
$1.26M ﹤0.01%
37,105
+7,570
1113
$1.26M ﹤0.01%
916
+575
1114
$1.26M ﹤0.01%
45,526
+21,049
1115
$1.26M ﹤0.01%
+25,730
1116
$1.25M ﹤0.01%
28,969
-2,990
1117
$1.25M ﹤0.01%
25,923
+3,781
1118
$1.24M ﹤0.01%
23,185
+3,953
1119
$1.24M ﹤0.01%
20,338
+8,565
1120
$1.24M ﹤0.01%
27,915
-236
1121
$1.23M ﹤0.01%
172,199
+38,899
1122
$1.23M ﹤0.01%
154,055
-2,424
1123
$1.23M ﹤0.01%
14,035
+10,966
1124
$1.23M ﹤0.01%
15,963
+6,141
1125
$1.22M ﹤0.01%
17,925
+14,174
43 44
45
46 47