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
1451
$210K ﹤0.01%
+3,749
1452
$209K ﹤0.01%
11,009
-19
1453
$206K ﹤0.01%
1,873
-17,787
1454
$205K ﹤0.01%
+1,426
1455
$204K ﹤0.01%
6,948
-54,494
1456
$203K ﹤0.01%
+1,678
1457
$203K ﹤0.01%
+12,479
1458
$202K ﹤0.01%
+12,314
1459
$202K ﹤0.01%
19,170
+5,197
1460
$202K ﹤0.01%
+3,613
1461
$198K ﹤0.01%
10,895
-466
1462
$197K ﹤0.01%
12,926
1463
$195K ﹤0.01%
13,764
1464
$194K ﹤0.01%
11,897
-228
1465
$192K ﹤0.01%
+10,635
1466
$186K ﹤0.01%
46,105
+380
1467
$186K ﹤0.01%
19,010
+4,120
1468
$183K ﹤0.01%
16,642
1469
$182K ﹤0.01%
14,200
-117,166
1470
$182K ﹤0.01%
16,518
1471
$177K ﹤0.01%
29,661
+1,943
1472
$172K ﹤0.01%
+12,200
1473
$172K ﹤0.01%
26,411
+407
1474
$168K ﹤0.01%
12,575
1475
$167K ﹤0.01%
12,050
57 58
59
60 61