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
– –
-136,528
1852
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-6,286
1853
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-46,240
1854
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-3,000
1855
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-3,712
1856
– –
-150,251
1857
– –
-35,879
1858
– –
-2,482
1859
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-37,839
1860
– –
-27,988
1861
– –
-3,349
1862
– –
-5,803
1863
– –
-34,050
1864
– –
-135,154
1865
– –
-25,000
1866
– –
-3,298
1867
– –
-9,000
1868
– –
-44,236
1869
– –
-3,732
1870
– –
-91,421
1871
– –
-7,519
1872
– –
-14,104
1873
– –
-5,149
1874
– –
-108,972
1875
– –
-9,535
73 74
75
76 77