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
1501
$41K ﹤0.01%
54,000
1502
$39K ﹤0.01%
25,000
1503
$29K ﹤0.01%
+175
1504
$20K ﹤0.01%
4,326
1505
$19K ﹤0.01%
38,707
1506
$13K ﹤0.01%
30,600
1507
– –
-52,876
1508
– –
-17,038
1509
– –
-15,557
1510
– –
-31,702
1511
– –
-138,421
1512
– –
-54,982
1513
– –
-44,564
1514
– –
-51,125
1515
– –
-939
1516
– –
-30,537
1517
– –
-2,711
1518
– –
-7,099
1519
– –
-5,740
1520
– –
-10,806
1521
– –
-13,412
1522
– –
-49,674
1523
– –
-13,802
1524
– –
-127,828
1525
– –
-22,003
59 60
61
62 63