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
101
$90.5M 0.23%
1,529,068
+65,023
102
$90.4M 0.23%
313,751
-1,939
103
$90.2M 0.23%
301,279
+1,204
104
$89.1M 0.23%
792,349
-11,705
105
$88.7M 0.23%
416,911
+2,990
106
$87.7M 0.22%
1,724,470
+28,097
107
$87.4M 0.22%
2,520,908
-15,312
108
$87.3M 0.22%
331,288
+921
109
$87.1M 0.22%
1,057,306
-31,008
110
$85.9M 0.22%
567,430
+264,391
111
$85.9M 0.22%
141,132
-20,051
112
$85.8M 0.22%
644,923
+12,995
113
$85.4M 0.22%
149,684
-40,270
114
$84.1M 0.22%
183,329
-228
115
$84M 0.21%
289,628
+1,846
116
$84M 0.21%
1,808,130
+107,520
117
$83.9M 0.21%
295,198
+52
118
$83.8M 0.21%
2,138,812
-28,911
119
$83.8M 0.21%
750,709
+31,276
120
$83.6M 0.21%
744,269
-1,270
121
$83.3M 0.21%
232,803
+14,733
122
$82.5M 0.21%
229,168
+3,628
123
$82.5M 0.21%
316,876
-6,345
124
$82M 0.21%
1,328,403
-91,167
125
$82M 0.21%
1,277,760
+67,999
3 4
5
6 7