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
1476
$164K ﹤0.01%
10,956
-12
1477
$161K ﹤0.01%
10,303
-1
1478
$159K ﹤0.01%
10,697
1479
$159K ﹤0.01%
+13,968
1480
$153K ﹤0.01%
13,445
+1
1481
$150K ﹤0.01%
80,000
1482
$149K ﹤0.01%
11,838
1483
$142K ﹤0.01%
+10,128
1484
$140K ﹤0.01%
12,937
-12,458
1485
$139K ﹤0.01%
+12,818
1486
$138K ﹤0.01%
10,175
1487
$138K ﹤0.01%
10,652
1488
$134K ﹤0.01%
15,960
+1,660
1489
$133K ﹤0.01%
+16,675
1490
$128K ﹤0.01%
+11,360
1491
$116K ﹤0.01%
5,851
-1
1492
$109K ﹤0.01%
2,747
-863
1493
$92K ﹤0.01%
12,600
1494
$91K ﹤0.01%
10,000
1495
$88K ﹤0.01%
18,120
1496
$74K ﹤0.01%
13,054
1497
$63K ﹤0.01%
56,559
1498
$55K ﹤0.01%
12,700
1499
$52K ﹤0.01%
+10,000
1500
$45K ﹤0.01%
+1,300
58 59
60
61 62