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
1301
$780K ﹤0.01%
36,627
+15,049
1302
$779K ﹤0.01%
11,251
-444
1303
$778K ﹤0.01%
1,321
+61
1304
$776K ﹤0.01%
15,369
-573
1305
$774K ﹤0.01%
14,025
-755
1306
$773K ﹤0.01%
44,616
+3,546
1307
$768K ﹤0.01%
91,856
-42,086
1308
$767K ﹤0.01%
+4,753
1309
$767K ﹤0.01%
13,928
-1,331
1310
$766K ﹤0.01%
+31,067
1311
$765K ﹤0.01%
18,309
+2,732
1312
$764K ﹤0.01%
13,304
-2
1313
$762K ﹤0.01%
+8,506
1314
$760K ﹤0.01%
+6,721
1315
$755K ﹤0.01%
26,706
-4,779
1316
$754K ﹤0.01%
+15,086
1317
$752K ﹤0.01%
4,162
-486
1318
$752K ﹤0.01%
4,355
-10
1319
$750K ﹤0.01%
17,457
+8,957
1320
$748K ﹤0.01%
17,211
+973
1321
$746K ﹤0.01%
+29,475
1322
$740K ﹤0.01%
74,107
-6,900
1323
$735K ﹤0.01%
16,284
-5,089
1324
$730K ﹤0.01%
19,164
+2,201
1325
$729K ﹤0.01%
17,825
+1,458
51 52
53
54 55