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
1401
$246K ﹤0.01%
2,833
+46
1402
$246K ﹤0.01%
2,050
-105
1403
$245K ﹤0.01%
+9,370
1404
$244K ﹤0.01%
3,369
+95
1405
$244K ﹤0.01%
4,458
-2,847
1406
$244K ﹤0.01%
5,154
-25,612
1407
$244K ﹤0.01%
8,000
1408
$243K ﹤0.01%
+2,619
1409
$243K ﹤0.01%
17,131
+6,356
1410
$243K ﹤0.01%
35,295
-6,153
1411
$242K ﹤0.01%
10,087
1412
$242K ﹤0.01%
+5,656
1413
$242K ﹤0.01%
13,673
-488
1414
$241K ﹤0.01%
3,695
-894
1415
$241K ﹤0.01%
2,055
-512
1416
$240K ﹤0.01%
6,394
1417
$240K ﹤0.01%
6,080
-654
1418
$240K ﹤0.01%
9,498
1419
$239K ﹤0.01%
15,113
-3,818
1420
$239K ﹤0.01%
+5,964
1421
$238K ﹤0.01%
+17,935
1422
$235K ﹤0.01%
25,135
-5,067
1423
$235K ﹤0.01%
10,785
-229
1424
$234K ﹤0.01%
4,956
+22
1425
$233K ﹤0.01%
9,100
55 56
57
58 59