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
1726
$252K ﹤0.01%
1,732
+15
1727
$252K ﹤0.01%
2,112
-702
1728
$252K ﹤0.01%
5,062
+50
1729
$251K ﹤0.01%
17,575
-873
1730
$250K ﹤0.01%
5,034
1731
$250K ﹤0.01%
6,932
+438
1732
$250K ﹤0.01%
3,940
-1
1733
$248K ﹤0.01%
14,012
-345
1734
$247K ﹤0.01%
+4,059
1735
$247K ﹤0.01%
5,496
+745
1736
$246K ﹤0.01%
11,471
-1,893
1737
$246K ﹤0.01%
8,308
+2,054
1738
$246K ﹤0.01%
50,525
-1,880
1739
$244K ﹤0.01%
2,858
1740
$242K ﹤0.01%
2,817
+11
1741
$242K ﹤0.01%
6,362
1742
$242K ﹤0.01%
+4,512
1743
$242K ﹤0.01%
+7,468
1744
$241K ﹤0.01%
4,797
-1,185
1745
$240K ﹤0.01%
3,235
+78
1746
$240K ﹤0.01%
16,855
+2,263
1747
$240K ﹤0.01%
6,734
-720
1748
$239K ﹤0.01%
3,881
-101
1749
$239K ﹤0.01%
+2,511
1750
$238K ﹤0.01%
1,000
-5
68 69
70
71 72