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
1701
$275K ﹤0.01%
+13,568
1702
$274K ﹤0.01%
16,022
+1,269
1703
$274K ﹤0.01%
+6,894
1704
$274K ﹤0.01%
4,927
1705
$271K ﹤0.01%
+20,598
1706
$271K ﹤0.01%
44,450
+2,400
1707
$269K ﹤0.01%
41,068
+23,880
1708
$267K ﹤0.01%
1,711
-527
1709
$265K ﹤0.01%
9,240
1710
$263K ﹤0.01%
11,548
-147,862
1711
$262K ﹤0.01%
11,265
1712
$261K ﹤0.01%
+10,133
1713
$261K ﹤0.01%
+4,922
1714
$260K ﹤0.01%
11,212
1715
$260K ﹤0.01%
11,447
+296
1716
$259K ﹤0.01%
20,687
+2,288
1717
$259K ﹤0.01%
415
+88
1718
$259K ﹤0.01%
1,717
1719
$258K ﹤0.01%
3,126
-1,600
1720
$257K ﹤0.01%
6,760
-262
1721
$257K ﹤0.01%
3,276
+178
1722
$256K ﹤0.01%
5,158
+529
1723
$255K ﹤0.01%
4,182
+367
1724
$254K ﹤0.01%
2,828
+505
1725
$253K ﹤0.01%
+4,722
67 68
69
70 71