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
1751
$235K ﹤0.01%
+1,684
1752
$234K ﹤0.01%
4,149
1753
$233K ﹤0.01%
1,944
1754
$233K ﹤0.01%
9,315
+73
1755
$233K ﹤0.01%
+2,108
1756
$233K ﹤0.01%
4,742
-156
1757
$233K ﹤0.01%
9,500
1758
$232K ﹤0.01%
1,572
-149
1759
$232K ﹤0.01%
+3,909
1760
$232K ﹤0.01%
1,507
-155,265
1761
$231K ﹤0.01%
+2,563
1762
$227K ﹤0.01%
+1,484
1763
$227K ﹤0.01%
+3,089
1764
$226K ﹤0.01%
4,803
-264
1765
$226K ﹤0.01%
4,807
+1,074
1766
$225K ﹤0.01%
7,561
+35
1767
$225K ﹤0.01%
+11,329
1768
$225K ﹤0.01%
3,000
1769
$225K ﹤0.01%
3,081
1770
$223K ﹤0.01%
6,063
1771
$223K ﹤0.01%
4,002
1772
$223K ﹤0.01%
6,333
-2,651
1773
$223K ﹤0.01%
+5,262
1774
$223K ﹤0.01%
1,503
-3,387
1775
$222K ﹤0.01%
16,100
+2,700
69 70
71
72 73