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
1251
$180K ﹤0.01%
+19,560
1252
$178K ﹤0.01%
16,642
-2,582
1253
$173K ﹤0.01%
13,050
1254
$167K ﹤0.01%
13,294
-277
1255
$159K ﹤0.01%
80,000
1256
$159K ﹤0.01%
11,428
+278
1257
$151K ﹤0.01%
10,911
-18,474
1258
$150K ﹤0.01%
16,994
1259
$148K ﹤0.01%
14,890
-833
1260
$141K ﹤0.01%
12,600
1261
$130K ﹤0.01%
12,022
-370
1262
$126K ﹤0.01%
11,645
-175
1263
$126K ﹤0.01%
5,218
1264
$124K ﹤0.01%
18,002
-2,002
1265
$122K ﹤0.01%
2,302
-3
1266
$121K ﹤0.01%
12,143
-7,500
1267
$114K ﹤0.01%
13,352
1268
$111K ﹤0.01%
+11,068
1269
$109K ﹤0.01%
20,000
+10,000
1270
$107K ﹤0.01%
10,700
1271
$106K ﹤0.01%
+13,707
1272
$99K ﹤0.01%
10,988
-8,809
1273
$84K ﹤0.01%
56,359
-4
1274
$68K ﹤0.01%
4,041
-500
1275
$53K ﹤0.01%
11,465
-3
49 50
51
52 53