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
1151
$298K ﹤0.01%
+6,728
1152
$297K ﹤0.01%
13,921
-1
1153
$297K ﹤0.01%
3,256
1154
$297K ﹤0.01%
5,077
-120
1155
$296K ﹤0.01%
852
+131
1156
$292K ﹤0.01%
6,660
-3
1157
$292K ﹤0.01%
14,199
+3,058
1158
$291K ﹤0.01%
+3,957
1159
$289K ﹤0.01%
16,193
+2,920
1160
$289K ﹤0.01%
+5,458
1161
$287K ﹤0.01%
4,795
+1
1162
$287K ﹤0.01%
3,925
-2,990
1163
$285K ﹤0.01%
13,229
+4,721
1164
$284K ﹤0.01%
7,892
-812
1165
$281K ﹤0.01%
6,301
-500
1166
$279K ﹤0.01%
+3,368
1167
$279K ﹤0.01%
+5,615
1168
$279K ﹤0.01%
31,001
+3,350
1169
$278K ﹤0.01%
+2,287
1170
$274K ﹤0.01%
3,077
-205
1171
$274K ﹤0.01%
+7,324
1172
$273K ﹤0.01%
1,738
-771
1173
$271K ﹤0.01%
13,552
1174
$271K ﹤0.01%
23,590
+515
1175
$266K ﹤0.01%
6,527
-2,982
45 46
47
48 49