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
$17.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,361
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$48.1M
3
+$37.9M
4
ALGN icon
Align Technology
ALGN
+$36M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$31.4M

Top Sells

1
+$52.4M
2
+$52M
3
+$42.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$35.7M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$34.3M

Sector Composition

1 Technology 16.96%
2 Healthcare 11.71%
3 Industrials 10.75%
4 Financials 9.62%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32.4M 0.19%
670,396
+8,308
152
$32.1M 0.19%
259,039
-2,512
153
$31.4M 0.18%
516,606
+21,444
154
$31.3M 0.18%
+329,338
155
$31.2M 0.18%
621,452
+45,556
156
$31.1M 0.18%
308,983
+60,549
157
$30.9M 0.18%
215,242
+991
158
$30.4M 0.18%
172,631
+8,007
159
$29.6M 0.17%
876,897
+788,292
160
$29.6M 0.17%
206,824
+23,362
161
$29.5M 0.17%
327,695
+4,031
162
$28.9M 0.17%
532,699
+5,944
163
$28.6M 0.17%
110,314
-20,205
164
$28.4M 0.17%
919,998
+265,737
165
$28.1M 0.16%
582,204
+17,837
166
$28.1M 0.16%
207,513
+35,440
167
$28M 0.16%
405,850
+75,258
168
$27.7M 0.16%
344,318
+69,625
169
$27.6M 0.16%
252,084
+10,309
170
$27.4M 0.16%
410,258
+151,001
171
$27.3M 0.16%
150,566
-23,545
172
$27.1M 0.16%
2,711,642
-32,807
173
$27M 0.16%
207,982
-1,465
174
$26.8M 0.16%
669,626
+90,319
175
$26.8M 0.16%
824,106
+281,191
5 6
7
8 9