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
1126
$335K ﹤0.01%
47,250
1127
$331K ﹤0.01%
24,549
+43
1128
$330K ﹤0.01%
+4,471
1129
$329K ﹤0.01%
13,380
+537
1130
$328K ﹤0.01%
3,456
+567
1131
$328K ﹤0.01%
8,181
-499
1132
$327K ﹤0.01%
5,774
+50
1133
$326K ﹤0.01%
13,029
-543
1134
$326K ﹤0.01%
24,759
+4,428
1135
$324K ﹤0.01%
19,781
+21
1136
$319K ﹤0.01%
5,993
+1,555
1137
$317K ﹤0.01%
6,857
1138
$314K ﹤0.01%
48,493
+5,641
1139
$314K ﹤0.01%
2,185
-376
1140
$312K ﹤0.01%
6,600
-412
1141
$311K ﹤0.01%
6,071
-21
1142
$307K ﹤0.01%
+7,565
1143
$305K ﹤0.01%
+9,441
1144
$304K ﹤0.01%
+9,801
1145
$302K ﹤0.01%
2,551
+313
1146
$302K ﹤0.01%
+9,980
1147
$302K ﹤0.01%
+20,325
1148
$301K ﹤0.01%
+6,497
1149
$301K ﹤0.01%
6,177
+163
1150
$299K ﹤0.01%
19,008
+5,910
44 45
46
47 48