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
1801
$202K ﹤0.01%
54,273
-39,438
1802
$200K ﹤0.01%
+16,735
1803
$200K ﹤0.01%
5,462
1804
$197K ﹤0.01%
13,774
+1,243
1805
$195K ﹤0.01%
26,850
1806
$191K ﹤0.01%
+291
1807
$190K ﹤0.01%
12,433
-1,961
1808
$184K ﹤0.01%
25,545
+181
1809
$184K ﹤0.01%
+10,519
1810
$182K ﹤0.01%
25,313
+5,600
1811
$182K ﹤0.01%
7,546
+42
1812
$181K ﹤0.01%
13,291
+756
1813
$180K ﹤0.01%
13,164
-1
1814
$179K ﹤0.01%
22,545
+3,693
1815
$176K ﹤0.01%
13,000
1816
$175K ﹤0.01%
21,823
+7,196
1817
$175K ﹤0.01%
920
1818
$174K ﹤0.01%
12,201
-2,744
1819
$173K ﹤0.01%
1,574
-4,124
1820
$170K ﹤0.01%
14,500
+2,000
1821
$168K ﹤0.01%
11,652
1822
$167K ﹤0.01%
23,884
+13,000
1823
$166K ﹤0.01%
15,741
+3,940
1824
$163K ﹤0.01%
10,000
1825
$162K ﹤0.01%
15,567
-253
71 72
73
74 75