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
$39.1B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,956
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$40M
3
+$31.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.4M
5
ALGN icon
Align Technology
ALGN
+$17.3M

Top Sells

1
+$49.9M
2
+$45.9M
3
+$25.2M
4
TTWO icon
Take-Two Interactive
TTWO
+$23.9M
5
EPAM icon
EPAM Systems
EPAM
+$23M

Sector Composition

1 Technology 18.81%
2 Financials 12.36%
3 Healthcare 11.07%
4 Industrials 9.31%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$994K ﹤0.01%
17,916
+4,799
1202
$991K ﹤0.01%
113,163
-19,985
1203
$986K ﹤0.01%
19,310
+29
1204
$984K ﹤0.01%
38,592
-11,539
1205
$984K ﹤0.01%
69,678
+750
1206
$983K ﹤0.01%
16,570
+800
1207
$981K ﹤0.01%
5,658
+1,753
1208
$977K ﹤0.01%
9,023
+942
1209
$975K ﹤0.01%
8,000
-70
1210
$972K ﹤0.01%
31,699
+5,735
1211
$972K ﹤0.01%
+7,891
1212
$971K ﹤0.01%
49,841
+4,215
1213
$966K ﹤0.01%
87,123
-5,189
1214
$965K ﹤0.01%
16,555
+4,214
1215
$959K ﹤0.01%
10,620
+222
1216
$958K ﹤0.01%
42,594
+3,480
1217
$953K ﹤0.01%
15,221
-2,913
1218
$952K ﹤0.01%
16,037
+10,381
1219
$948K ﹤0.01%
13,785
+5,232
1220
$945K ﹤0.01%
19,945
+1,461
1221
$942K ﹤0.01%
+23,991
1222
$941K ﹤0.01%
3,765
+63
1223
$939K ﹤0.01%
5,652
-7,047
1224
$937K ﹤0.01%
77,011
-12,577
1225
$935K ﹤0.01%
73,828
-3,243
47 48
49
50 51