Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$41.5M
2
+$40.3M
3
+$33.4M
4
ALGN icon
Align Technology
ALGN
+$17.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.6M

Top Sells

1
+$49.9M
2
+$46.1M
3
+$25.9M
4
TTWO icon
Take-Two Interactive
TTWO
+$25.1M
5
EPAM icon
EPAM Systems
EPAM
+$23.7M

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
– –
-6,877
1877
– –
-48,888
1878
– –
-14,969
1879
– –
-36,773
1880
– –
-30,439
1881
– –
-2,404
1882
– –
-40,416
1883
– –
-185,504
1884
– –
-234
1885
– –
-10,890
1886
– –
-85,119
1887
– –
-8,988
1888
– –
-49,630
1889
– –
-380
1890
– –
-10,727
1891
– –
-4,557
1892
– –
-2,914
1893
– –
-11,527
1894
– –
-38,707
1895
– –
-6,286
1896
– –
-4,095
1897
– –
-179,211
1898
– –
-729
1899
– –
-7,183
1900
– –
-2,123
74 75
76
77 78