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
1176
$500K ﹤0.01%
6,516
-36
1177
$498K ﹤0.01%
33,881
-1,850
1178
$498K ﹤0.01%
117,909
-18,800
1179
$498K ﹤0.01%
38,792
+4,723
1180
$496K ﹤0.01%
5,330
-257
1181
$496K ﹤0.01%
7,700
-154
1182
$496K ﹤0.01%
+10,069
1183
$495K ﹤0.01%
+12,538
1184
$493K ﹤0.01%
53,666
+10,095
1185
$492K ﹤0.01%
13,370
-115
1186
$489K ﹤0.01%
10,615
-13
1187
$488K ﹤0.01%
+15,126
1188
$483K ﹤0.01%
11,901
+992
1189
$481K ﹤0.01%
5,475
+1,016
1190
$480K ﹤0.01%
4,197
+272
1191
$480K ﹤0.01%
3,285
-1,336
1192
$479K ﹤0.01%
3,718
+36
1193
$476K ﹤0.01%
+32,703
1194
$473K ﹤0.01%
30,017
-500
1195
$470K ﹤0.01%
7,334
+267
1196
$466K ﹤0.01%
+21,301
1197
$465K ﹤0.01%
8,984
-341
1198
$462K ﹤0.01%
15,731
-1,313
1199
$461K ﹤0.01%
32,530
-198,803
1200
$456K ﹤0.01%
9,195
-13,306
46 47
48
49 50