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
1401
$607K ﹤0.01%
41,973
-951
1402
$598K ﹤0.01%
+60,330
1403
$595K ﹤0.01%
32,128
+560
1404
$594K ﹤0.01%
+7,958
1405
$594K ﹤0.01%
+18,435
1406
$591K ﹤0.01%
+15,209
1407
$591K ﹤0.01%
12,311
-8,431
1408
$589K ﹤0.01%
60,434
+117
1409
$589K ﹤0.01%
13,795
+113
1410
$587K ﹤0.01%
3,820
-1,056
1411
$587K ﹤0.01%
+14,038
1412
$582K ﹤0.01%
2,514
+568
1413
$581K ﹤0.01%
+4,019
1414
$575K ﹤0.01%
15,008
+275
1415
$574K ﹤0.01%
7,088
+2,951
1416
$569K ﹤0.01%
6,212
-15,942
1417
$567K ﹤0.01%
+47,868
1418
$566K ﹤0.01%
17,675
-40
1419
$564K ﹤0.01%
11,929
+1,284
1420
$562K ﹤0.01%
6,398
+4,516
1421
$562K ﹤0.01%
+10,272
1422
$561K ﹤0.01%
12,988
-6,471
1423
$560K ﹤0.01%
+9,042
1424
$559K ﹤0.01%
61,745
+314
1425
$559K ﹤0.01%
4,012
+2,525
55 56
57
58 59