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
1601
$361K ﹤0.01%
6,514
+1,288
1602
$359K ﹤0.01%
13,525
-30,231
1603
$358K ﹤0.01%
4,360
-210
1604
$358K ﹤0.01%
6,539
+818
1605
$355K ﹤0.01%
196
+8
1606
$355K ﹤0.01%
30,530
+170
1607
$353K ﹤0.01%
57,130
-2,055
1608
$352K ﹤0.01%
5,836
1609
$351K ﹤0.01%
14,144
1610
$349K ﹤0.01%
13,581
+1,796
1611
$347K ﹤0.01%
14,017
-1,650
1612
$346K ﹤0.01%
7,118
+300
1613
$345K ﹤0.01%
5,984
-180
1614
$344K ﹤0.01%
22,724
+1,834
1615
$344K ﹤0.01%
3,029
+3
1616
$343K ﹤0.01%
4,091
1617
$343K ﹤0.01%
+2,013
1618
$340K ﹤0.01%
8,043
+72
1619
$340K ﹤0.01%
22,321
+3,029
1620
$340K ﹤0.01%
7,182
-564
1621
$338K ﹤0.01%
10,855
+478
1622
$338K ﹤0.01%
1,903
-2,475
1623
$337K ﹤0.01%
+1,064
1624
$337K ﹤0.01%
10,525
-6,685
1625
$336K ﹤0.01%
+6,703
63 64
65
66 67