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
1851
– –
-46,240
1852
– –
-35,634
1853
– –
-9,750
1854
– –
-80,416
1855
– –
-40,416
1856
– –
-3,000
1857
– –
-3,712
1858
– –
-150,251
1859
– –
-25,000
1860
– –
-3,298
1861
– –
-9,000
1862
– –
-44,236
1863
– –
-9,124
1864
– –
-9,350
1865
– –
-22,371
1866
– –
-11,946
1867
– –
-92,224
1868
– –
-35,425
1869
– –
-75,462
1870
– –
-11,200
1871
– –
-11,884
1872
– –
-11,665
1873
– –
-35,879
1874
– –
-2,482
1875
– –
-37,839
73 74
75
76 77