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
201
$22.8M 0.13%
243,235
+12,345
202
$22.7M 0.13%
378,117
+228,977
203
$22.6M 0.13%
206,496
-56,671
204
$22.1M 0.13%
595,977
+77,286
205
$21.6M 0.13%
114,877
-26,118
206
$21M 0.12%
171,551
+6,075
207
$20.9M 0.12%
683,460
-33,065
208
$20.6M 0.12%
75,292
-412
209
$20.4M 0.12%
395,029
+63,745
210
$20.4M 0.12%
240,494
+6,505
211
$20.2M 0.12%
433,303
+20,453
212
$20.1M 0.12%
58,143
-126
213
$19.8M 0.12%
66,121
-1,241
214
$19.8M 0.12%
1,049,025
-967,902
215
$19.5M 0.11%
104,353
-90
216
$19.5M 0.11%
263,792
-6,046
217
$19.4M 0.11%
304,621
+14,296
218
$19.4M 0.11%
120,745
-26,518
219
$19.2M 0.11%
81,360
-61,495
220
$19.2M 0.11%
1,026,495
-45,180
221
$19.1M 0.11%
742,505
+17,505
222
$19.1M 0.11%
104,809
+29,466
223
$18.9M 0.11%
175,608
-17,493
224
$18.9M 0.11%
168,802
-11,020
225
$18.8M 0.11%
168,060
-837
7 8
9
10 11