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
1226
$934K ﹤0.01%
14,041
+1,448
1227
$934K ﹤0.01%
15,338
+518
1228
$933K ﹤0.01%
18,394
+1,203
1229
$930K ﹤0.01%
7,327
1230
$926K ﹤0.01%
28,413
-215,635
1231
$926K ﹤0.01%
13,850
-1,100
1232
$924K ﹤0.01%
20,180
+9,178
1233
$921K ﹤0.01%
6,651
-115
1234
$916K ﹤0.01%
10,961
-800
1235
$916K ﹤0.01%
7,987
1236
$915K ﹤0.01%
6,155
+1,145
1237
$911K ﹤0.01%
14,389
+279
1238
$910K ﹤0.01%
26,327
+6,607
1239
$910K ﹤0.01%
117,327
-14,075
1240
$909K ﹤0.01%
17,797
-1,141
1241
$905K ﹤0.01%
10,693
+4,251
1242
$904K ﹤0.01%
21,876
-1,720
1243
$904K ﹤0.01%
8,408
+2,372
1244
$902K ﹤0.01%
23,335
+662
1245
$902K ﹤0.01%
11,822
+52
1246
$899K ﹤0.01%
30,105
+20,625
1247
$896K ﹤0.01%
7,556
+752
1248
$895K ﹤0.01%
20,721
+79
1249
$895K ﹤0.01%
245,801
+5,000
1250
$893K ﹤0.01%
+9,801
48 49
50
51 52