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
– –
-48,888
1877
– –
-14,969
1878
– –
-36,773
1879
– –
-13,379
1880
– –
-5,289
1881
– –
-55,038
1882
– –
-31,497
1883
– –
-11,435
1884
– –
-21,663
1885
– –
-3,714
1886
– –
-9,124
1887
– –
-9,350
1888
– –
-46,240
1889
– –
-3,975
1890
– –
-22,371
1891
– –
-11,946
1892
– –
-92,224
1893
– –
-35,425
1894
– –
-136,528
1895
– –
-1,990
1896
– –
-43,289
1897
– –
-75,462
1898
– –
-11,200
1899
– –
-11,884
1900
– –
-11,665
74 75
76
77 78