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
151
$66.9M 0.17%
657,008
+37,354
152
$66.8M 0.17%
303,115
+3,064
153
$66.3M 0.17%
775,931
+18,349
154
$65.2M 0.17%
494,052
-10,636
155
$64.9M 0.17%
1,825,850
+50,862
156
$64.3M 0.16%
266,031
-9,557
157
$64.1M 0.16%
1,044,685
+5,019
158
$64M 0.16%
534,626
+4,812
159
$63.2M 0.16%
1,253,260
-4,504
160
$62.7M 0.16%
381,813
-32,239
161
$62.2M 0.16%
831,057
-34,723
162
$61.2M 0.16%
1,040,361
+649
163
$60.8M 0.16%
478,052
-6,147
164
$60M 0.15%
895,273
+34,091
165
$59.8M 0.15%
311,273
+3,853
166
$59.6M 0.15%
281,004
+1,674
167
$59.4M 0.15%
257,253
-5,269
168
$59.4M 0.15%
918,104
+4,103
169
$58.8M 0.15%
1,584,581
+27,450
170
$57.3M 0.15%
387,132
+11,077
171
$57.3M 0.15%
818,663
-5,828
172
$56M 0.14%
1,063,533
-36,860
173
$55.9M 0.14%
541,160
+2,948
174
$55.5M 0.14%
371,462
+9,257
175
$54.8M 0.14%
194,906
+14,148
5 6
7
8 9