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
126
$80.3M 0.21%
139,449
+13,334
127
$79.8M 0.2%
848,188
+132,489
128
$79.5M 0.2%
406,225
+7,101
129
$79.2M 0.2%
921,469
-110,197
130
$78.7M 0.2%
927,886
-25,330
131
$77.6M 0.2%
521,224
-4,937
132
$77.4M 0.2%
103,817
+5,251
133
$77.3M 0.2%
181,976
+19,430
134
$77.3M 0.2%
1,381,327
+40,628
135
$76.3M 0.2%
631,438
+3,629
136
$76M 0.19%
320,880
+1,309
137
$75.3M 0.19%
364,641
+10,724
138
$75M 0.19%
871,814
+2,795
139
$74.1M 0.19%
357,914
+2,222
140
$73.4M 0.19%
827,746
+127,474
141
$73M 0.19%
228,219
+9,492
142
$72.7M 0.19%
213,671
+353
143
$72.2M 0.18%
667,230
+289,905
144
$71.4M 0.18%
1,360,313
-55,179
145
$71.3M 0.18%
848,854
+6,640
146
$69.9M 0.18%
336,119
-6,313
147
$69.9M 0.18%
264,958
+12,051
148
$69.2M 0.18%
235,485
-1,588
149
$68.5M 0.18%
102,887
+25,971
150
$68.2M 0.17%
668,779
+3,921
4 5
6
7 8