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
1326
$729K ﹤0.01%
15,165
-12,729
1327
$729K ﹤0.01%
37,000
1328
$727K ﹤0.01%
6,801
+3,449
1329
$727K ﹤0.01%
30,500
1330
$725K ﹤0.01%
6,687
+3,674
1331
$724K ﹤0.01%
10,525
-5,547
1332
$724K ﹤0.01%
9,028
-16,778
1333
$720K ﹤0.01%
48,777
+8,871
1334
$720K ﹤0.01%
+140,000
1335
$719K ﹤0.01%
13,583
-153
1336
$719K ﹤0.01%
1,693
+461
1337
$711K ﹤0.01%
42,234
+81
1338
$710K ﹤0.01%
19,407
-170
1339
$710K ﹤0.01%
12,139
+8,646
1340
$709K ﹤0.01%
28,349
-3,976
1341
$708K ﹤0.01%
6,474
+203
1342
$701K ﹤0.01%
8,700
+672
1343
$701K ﹤0.01%
44,650
+1,906
1344
$698K ﹤0.01%
+18,699
1345
$697K ﹤0.01%
20,762
+6,843
1346
$693K ﹤0.01%
9,779
-423
1347
$687K ﹤0.01%
+14,756
1348
$687K ﹤0.01%
+7,684
1349
$686K ﹤0.01%
+2,527
1350
$686K ﹤0.01%
7,421
+1,640
52 53
54
55 56