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
1276
$49K ﹤0.01%
10,835
1277
$44K ﹤0.01%
49,000
-503,919
1278
$44K ﹤0.01%
10,150
1279
$38K ﹤0.01%
+13,056
1280
$36K ﹤0.01%
27,789
+6,168
1281
$23K ﹤0.01%
38,707
1282
$12K ﹤0.01%
12,000
1283
– –
-1,682
1284
– –
-23,509
1285
– –
-82,964
1286
– –
-152,940
1287
– –
-105,500
1288
– –
-24,796
1289
– –
-13,135
1290
– –
-231,941
1291
– –
-4,531
1292
– –
-274,972
1293
– –
-17,576
1294
– –
-259,879
1295
– –
-53,281
1296
– –
-7,563
1297
– –
-6,756
1298
– –
-5,771
1299
– –
-13,696
1300
– –
-4,451
50 51
52
53 54