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
1551
– –
-13,150
1552
– –
-10,912
1553
– –
-15,773
1554
– –
-6,389
1555
– –
-23,889
1556
– –
-155,281
1557
– –
-23,739
1558
– –
-22,951
1559
– –
-6,853
1560
– –
-1,866
1561
– –
-47,200
1562
– –
-153,400
1563
– –
-12,206
1564
– –
-1,280
1565
– –
-6,416
1566
– –
-400
1567
– –
-3,916
1568
– –
-5,708
1569
– –
-21,670
1570
– –
-23,291
1571
– –
-5,183
1572
– –
-9,162
1573
– –
-1,330
1574
– –
-39,474
1575
– –
-8,027
60 61 62
63
64