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
$17.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,361
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$48.1M
3
+$37.9M
4
ALGN icon
Align Technology
ALGN
+$36M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$31.4M

Top Sells

1
+$52.4M
2
+$52M
3
+$42.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$35.7M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$34.3M

Sector Composition

1 Technology 16.96%
2 Healthcare 11.71%
3 Industrials 10.75%
4 Financials 9.62%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41.1M 0.24%
1,003,308
+202,157
127
$41.1M 0.24%
516,313
-100,853
128
$41M 0.24%
208,270
+6,596
129
$40.7M 0.24%
2,072,992
+1,925,872
130
$40.7M 0.24%
266,453
+26,132
131
$40.4M 0.24%
709,279
-26,276
132
$39.9M 0.23%
831,300
-46,060
133
$39.5M 0.23%
275,160
-55,119
134
$38.9M 0.23%
785,505
+34,705
135
$38.7M 0.23%
1,189,773
-11,268
136
$36.5M 0.21%
173,459
+12,915
137
$36.5M 0.21%
184,652
+15,247
138
$35.9M 0.21%
665,742
+377,954
139
$35.8M 0.21%
498,861
+11,899
140
$35.7M 0.21%
557,668
+20,220
141
$35.7M 0.21%
1,096,821
+269,573
142
$35.3M 0.21%
193,689
+7,739
143
$34.5M 0.2%
1,148,480
+623,350
144
$34.5M 0.2%
792,458
+31,719
145
$34.1M 0.2%
676,958
-56,895
146
$33.2M 0.19%
319,265
+1,055
147
$33M 0.19%
692,252
+104,220
148
$32.9M 0.19%
201,256
-145,474
149
$32.9M 0.19%
1,483,086
+60,408
150
$32.8M 0.19%
376,858
-34,356
4 5
6
7 8