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
1626
$335K ﹤0.01%
8,778
+1,276
1627
$334K ﹤0.01%
9,137
-810
1628
$334K ﹤0.01%
+10,428
1629
$333K ﹤0.01%
6,288
+53
1630
$332K ﹤0.01%
6,977
-106
1631
$332K ﹤0.01%
3,460
1632
$332K ﹤0.01%
12,683
-1,163
1633
$331K ﹤0.01%
3,199
+1,143
1634
$326K ﹤0.01%
4,314
+62
1635
$326K ﹤0.01%
+25,742
1636
$326K ﹤0.01%
21
1637
$325K ﹤0.01%
+11,875
1638
$325K ﹤0.01%
6,000
+700
1639
$324K ﹤0.01%
4,144
-988
1640
$324K ﹤0.01%
4,035
-17,146
1641
$324K ﹤0.01%
+13,054
1642
$322K ﹤0.01%
+2,222
1643
$322K ﹤0.01%
5,853
+270
1644
$321K ﹤0.01%
4,473
+239
1645
$321K ﹤0.01%
2,858
1646
$320K ﹤0.01%
+4,607
1647
$320K ﹤0.01%
8,210
1648
$319K ﹤0.01%
15,380
+1,515
1649
$317K ﹤0.01%
3,990
1650
$317K ﹤0.01%
+681
64 65
66
67 68