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
1826
$160K ﹤0.01%
13,025
+500
1827
$153K ﹤0.01%
6,046
+14
1828
$150K ﹤0.01%
31,030
-2,337
1829
$137K ﹤0.01%
+17,100
1830
$129K ﹤0.01%
+14,724
1831
$129K ﹤0.01%
+13,454
1832
$128K ﹤0.01%
23,792
1833
$128K ﹤0.01%
13,027
+1,905
1834
$128K ﹤0.01%
14,198
-5,473
1835
$123K ﹤0.01%
+38,162
1836
$122K ﹤0.01%
12,050
1837
$121K ﹤0.01%
15,570
-238,180
1838
$112K ﹤0.01%
17,258
+425
1839
$111K ﹤0.01%
+347
1840
$111K ﹤0.01%
10,000
1841
$103K ﹤0.01%
1,179
+48
1842
$103K ﹤0.01%
19,569
-3,917
1843
$93K ﹤0.01%
+14,822
1844
$58K ﹤0.01%
29,000
1845
$53K ﹤0.01%
15,000
1846
$23K ﹤0.01%
+1,667
1847
$14K ﹤0.01%
30,600
1848
$12K ﹤0.01%
10,000
1849
$11K ﹤0.01%
+367
1850
$11K ﹤0.01%
+62,835
72 73
74
75 76