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
1926
– –
-7,627
1927
– –
-14,009
1928
– –
-34,823
1929
– –
-3,672
1930
– –
-244,423
1931
– –
-27,272
1932
– –
-1,177
1933
– –
-10,438
1934
– –
-21,714
1935
– –
-185,504
1936
– –
-234
1937
– –
-10,890
1938
– –
-85,119
1939
– –
-8,988
1940
– –
-49,630
1941
– –
-380
1942
– –
-10,727
1943
– –
-4,557
1944
– –
-2,914
1945
– –
-11,527
1946
– –
-38,707
1947
– –
-6,286
1948
– –
-4,095
1949
– –
-179,211
1950
– –
-729
75 76 77
78
79