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
$17.1B
AUM Growth
+$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,361
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$48.1M
3
+$37.9M
4
ALGN icon
Align Technology
ALGN
+$36M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$31.4M

Top Sells

1
+$52.4M
2
+$52M
3
+$42.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$35.7M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$34.3M

Sector Composition

1 Technology 16.96%
2 Healthcare 11.71%
3 Industrials 10.75%
4 Financials 9.62%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$26.6M 0.16%
252,568
-3,869
177
$26.4M 0.15%
500,030
+68,055
178
$26.3M 0.15%
146,457
+5,691
179
$26.2M 0.15%
87
-1
180
$26M 0.15%
371,835
+161,594
181
$26M 0.15%
90,804
+5,104
182
$25.8M 0.15%
713,747
-26,285
183
$25.2M 0.15%
275,066
+45,746
184
$25M 0.15%
534,365
+28,238
185
$25M 0.15%
364,958
+6,618
186
$24.9M 0.15%
858,996
+14,500
187
$24.9M 0.15%
246,547
+45,075
188
$24.7M 0.14%
194,940
-243
189
$24.4M 0.14%
666,048
-9,569
190
$24.2M 0.14%
1,484,707
-11,674
191
$23.8M 0.14%
409,965
+269,033
192
$23.8M 0.14%
250,329
+53,701
193
$23.8M 0.14%
229,042
+5,445
194
$23.8M 0.14%
176,268
+22,797
195
$23.4M 0.14%
255,637
+43,167
196
$23.3M 0.14%
217,478
+8,996
197
$23.3M 0.14%
309,162
+11,792
198
$23.3M 0.14%
299,831
-28,501
199
$23.3M 0.14%
255,397
+3,338
200
$23.1M 0.14%
321,311
-5,846
6 7
8
9 10