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
1426
$559K ﹤0.01%
15,355
+8,904
1427
$558K ﹤0.01%
+3,090
1428
$557K ﹤0.01%
44,501
1429
$552K ﹤0.01%
10,000
-857
1430
$550K ﹤0.01%
5,820
+1,000
1431
$547K ﹤0.01%
37,995
-45,048
1432
$544K ﹤0.01%
6,112
-27
1433
$543K ﹤0.01%
1,590
+499
1434
$542K ﹤0.01%
12,815
-2,709
1435
$542K ﹤0.01%
17,386
-74
1436
$541K ﹤0.01%
25,144
-2,399
1437
$535K ﹤0.01%
+16,645
1438
$535K ﹤0.01%
12,555
-401
1439
$535K ﹤0.01%
+6,915
1440
$533K ﹤0.01%
+8,215
1441
$533K ﹤0.01%
12,164
-120
1442
$532K ﹤0.01%
111
1443
$531K ﹤0.01%
17,777
-87
1444
$529K ﹤0.01%
14,121
-87
1445
$528K ﹤0.01%
8,657
-6,529
1446
$527K ﹤0.01%
9,550
+2,735
1447
$525K ﹤0.01%
9,540
+1,977
1448
$522K ﹤0.01%
+5,879
1449
$522K ﹤0.01%
29,383
+7,145
1450
$521K ﹤0.01%
+3,512
56 57
58
59 60