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
1201
$242K ﹤0.01%
9,448
1202
$241K ﹤0.01%
8,921
-6,576
1203
$240K ﹤0.01%
+10,561
1204
$239K ﹤0.01%
24,193
-1,667
1205
$239K ﹤0.01%
3,935
1206
$239K ﹤0.01%
5,932
-4,922
1207
$238K ﹤0.01%
17,253
1208
$233K ﹤0.01%
3,298
-112
1209
$233K ﹤0.01%
+5,700
1210
$232K ﹤0.01%
15,857
-165
1211
$231K ﹤0.01%
6,585
1212
$231K ﹤0.01%
9,205
-799
1213
$230K ﹤0.01%
3,051
-31
1214
$229K ﹤0.01%
8,613
+46
1215
$229K ﹤0.01%
4,145
1216
$229K ﹤0.01%
2,500
1217
$228K ﹤0.01%
4,173
-610
1218
$227K ﹤0.01%
+222
1219
$227K ﹤0.01%
4,138
-37,229
1220
$227K ﹤0.01%
2,273
-5,260
1221
$225K ﹤0.01%
6,254
-554
1222
$225K ﹤0.01%
6,647
-254
1223
$222K ﹤0.01%
9,950
-60,681
1224
$221K ﹤0.01%
7,287
1225
$220K ﹤0.01%
+7,405
47 48
49
50 51