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
101
$71.2M 0.26%
272,574
-9,342
102
$70M 0.25%
864,205
+7,135
103
$69.3M 0.25%
391,581
+21,186
104
$68.9M 0.25%
354,447
+3,141
105
$68.7M 0.25%
399,218
+23,563
106
$68.6M 0.25%
677,549
-10,249
107
$68.6M 0.25%
806,725
-3,374
108
$68.4M 0.25%
856,059
+30,532
109
$68.1M 0.24%
556,424
-18,478
110
$68.1M 0.24%
1,061,104
+109,960
111
$67.1M 0.24%
1,107,632
+60,368
112
$66.4M 0.24%
519,417
+118,102
113
$62.4M 0.22%
1,126,636
-26,540
114
$62.3M 0.22%
2,062,329
+114,485
115
$61.7M 0.22%
1,169,805
-23,130
116
$59.9M 0.22%
310,477
+5,728
117
$59.6M 0.21%
626,151
-230,516
118
$59.2M 0.21%
329,471
+21,484
119
$58.7M 0.21%
853,764
+216,538
120
$58.2M 0.21%
358,120
+5,340
121
$57.8M 0.21%
284,975
-9,424
122
$57M 0.2%
430,496
-19,138
123
$57M 0.2%
868,523
-19,870
124
$56.4M 0.2%
315,960
+24,614
125
$55.9M 0.2%
1,040,160
+102,631
3 4
5
6 7