Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$41.5M
2
+$40.3M
3
+$33.4M
4
ALGN icon
Align Technology
ALGN
+$17.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M

Top Sells

1
+$49.9M
2
+$46.1M
3
+$25.9M
4
TTWO icon
Take-Two Interactive
TTWO
+$25.1M
5
EPAM icon
EPAM Systems
EPAM
+$23.7M

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
1551
$411K ﹤0.01%
+8,541
1552
$409K ﹤0.01%
4,019
-62
1553
$408K ﹤0.01%
341
+18
1554
$408K ﹤0.01%
+604
1555
$406K ﹤0.01%
+12,153
1556
$406K ﹤0.01%
1,078
+11
1557
$405K ﹤0.01%
29,734
-1,331
1558
$403K ﹤0.01%
7,332
-266
1559
$402K ﹤0.01%
4,023
1560
$402K ﹤0.01%
3,930
-391
1561
$402K ﹤0.01%
4,413
+26
1562
$400K ﹤0.01%
23,741
-6,800
1563
$400K ﹤0.01%
2,234
-6,040
1564
$399K ﹤0.01%
+12,998
1565
$395K ﹤0.01%
10,482
-183
1566
$395K ﹤0.01%
12,063
+100
1567
$393K ﹤0.01%
5,824
-50
1568
$392K ﹤0.01%
21,556
+812
1569
$391K ﹤0.01%
+1,909
1570
$391K ﹤0.01%
8,471
+12
1571
$390K ﹤0.01%
10,679
+998
1572
$389K ﹤0.01%
10,928
+1,418
1573
$388K ﹤0.01%
6,510
+575
1574
$388K ﹤0.01%
6,029
+131
1575
$387K ﹤0.01%
9,400
-350
61 62
63
64 65