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
176
$54.3M 0.14%
2,283,058
-62,703
177
$53.9M 0.14%
322,102
+10,049
178
$53.9M 0.14%
306,811
-7,291
179
$53.9M 0.14%
405,461
+32,647
180
$53.8M 0.14%
222,584
+2,966
181
$53.5M 0.14%
263,711
+833
182
$53.3M 0.14%
190,479
-3,454
183
$53.2M 0.14%
1,107,948
-138,244
184
$53.1M 0.14%
355,559
+5,266
185
$52.9M 0.14%
541,996
+18,780
186
$52.3M 0.13%
312,974
-2,671
187
$50.7M 0.13%
2,485,728
-332,511
188
$50.7M 0.13%
1,517,361
+122,802
189
$50.5M 0.13%
229,829
+14,418
190
$49.7M 0.13%
633,111
+27,160
191
$47.9M 0.12%
508,032
-14,536
192
$44.7M 0.11%
859,014
+40,463
193
$44.6M 0.11%
603,524
-12,800
194
$44M 0.11%
383,459
+16,681
195
$43.6M 0.11%
865,624
-116,631
196
$43.6M 0.11%
868,015
-112,545
197
$43.4M 0.11%
621,754
-12,743
198
$43.3M 0.11%
223,803
+14,517
199
$43M 0.11%
280,257
+42,226
200
$42.8M 0.11%
123,933
+11,111
6 7
8
9 10