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
1876
– –
-27,988
1877
– –
-14,547
1878
– –
-50,751
1879
– –
-10,506
1880
– –
-3,349
1881
– –
-12,169
1882
– –
-11,293
1883
– –
-180,693
1884
– –
-4,666
1885
– –
-170,880
1886
– –
-28,714
1887
– –
-17,215
1888
– –
-6,325
1889
– –
-28,201
1890
– –
-11,105
1891
– –
-2,434
1892
– –
-30,439
1893
– –
-2,404
1894
– –
-2,906
1895
– –
-5,803
1896
– –
-34,050
1897
– –
-135,154
1898
– –
-3,732
1899
– –
-91,421
1900
– –
-7,519
74 75
76
77 78