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
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$47.4M
3
+$33.8M
4
ALGN icon
Align Technology
ALGN
+$32.1M
5
MPC icon
Marathon Petroleum
MPC
+$31.6M

Top Sells

1
+$51.7M
2
+$29.8M
3
+$26.4M
4
VEEV icon
Veeva Systems
VEEV
+$25.9M
5
DHI icon
D.R. Horton
DHI
+$24.6M

Sector Composition

1 Technology 17.25%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.16%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$300K ﹤0.01%
19,316
+121
1327
$300K ﹤0.01%
+3,811
1328
$297K ﹤0.01%
1,514
-100
1329
$297K ﹤0.01%
15,275
-5,681
1330
$296K ﹤0.01%
23,305
-1,000
1331
$296K ﹤0.01%
3,970
-25
1332
$295K ﹤0.01%
24,705
-3,431
1333
$295K ﹤0.01%
6,606
-1,510
1334
$295K ﹤0.01%
13,809
+91
1335
$293K ﹤0.01%
7,273
+46
1336
$288K ﹤0.01%
6,524
+1,087
1337
$287K ﹤0.01%
+4,530
1338
$285K ﹤0.01%
9,431
1339
$285K ﹤0.01%
+4,223
1340
$284K ﹤0.01%
4,000
1341
$284K ﹤0.01%
10,380
+1,682
1342
$284K ﹤0.01%
3,500
+52
1343
$282K ﹤0.01%
2,296
-41,607
1344
$282K ﹤0.01%
8,344
-617
1345
$282K ﹤0.01%
8,384
+1,279
1346
$281K ﹤0.01%
11,024
+233
1347
$281K ﹤0.01%
1,006
-108
1348
$280K ﹤0.01%
8,200
1349
$279K ﹤0.01%
3,887
+363
1350
$278K ﹤0.01%
3,286
-31,407
52 53
54
55 56