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
1176
$265K ﹤0.01%
+24,203
1177
$265K ﹤0.01%
5,121
-31
1178
$265K ﹤0.01%
7,322
-556
1179
$264K ﹤0.01%
2,667
-72
1180
$263K ﹤0.01%
+968
1181
$263K ﹤0.01%
5,778
-612
1182
$262K ﹤0.01%
+6,376
1183
$261K ﹤0.01%
21,510
-840
1184
$261K ﹤0.01%
22,066
+56
1185
$257K ﹤0.01%
11,581
-32,934
1186
$256K ﹤0.01%
24,178
-8,337
1187
$256K ﹤0.01%
2,562
-204
1188
$256K ﹤0.01%
16,696
-207
1189
$255K ﹤0.01%
1,842
-941
1190
$252K ﹤0.01%
16,356
-2,450
1191
$251K ﹤0.01%
+3,087
1192
$248K ﹤0.01%
3,586
-1,097
1193
$247K ﹤0.01%
19,310
1194
$246K ﹤0.01%
+8,009
1195
$246K ﹤0.01%
10,001
-2
1196
$245K ﹤0.01%
+2,622
1197
$245K ﹤0.01%
30,015
-10,149
1198
$245K ﹤0.01%
6,440
-6,540
1199
$244K ﹤0.01%
4,520
1200
$243K ﹤0.01%
+7,411
46 47
48
49 50