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
1226
$220K ﹤0.01%
10,087
1227
$219K ﹤0.01%
13,271
+400
1228
$218K ﹤0.01%
+2,063
1229
$217K ﹤0.01%
3,001
-5,081
1230
$216K ﹤0.01%
+3,875
1231
$214K ﹤0.01%
+5,685
1232
$213K ﹤0.01%
39,768
-108,764
1233
$212K ﹤0.01%
+3,086
1234
$211K ﹤0.01%
+8,099
1235
$210K ﹤0.01%
+1,816
1236
$210K ﹤0.01%
+1,193
1237
$209K ﹤0.01%
+9,744
1238
$208K ﹤0.01%
2,605
-19,282
1239
$207K ﹤0.01%
4,615
-3
1240
$207K ﹤0.01%
+9,280
1241
$203K ﹤0.01%
+1,725
1242
$203K ﹤0.01%
+3,785
1243
$202K ﹤0.01%
2,741
-135
1244
$197K ﹤0.01%
+10,417
1245
$192K ﹤0.01%
16,095
+996
1246
$190K ﹤0.01%
12,050
1247
$188K ﹤0.01%
10,315
-5,550
1248
$183K ﹤0.01%
10,207
-28,945
1249
$182K ﹤0.01%
14,675
-701
1250
$181K ﹤0.01%
12,929
-249
48 49
50
51 52