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
$27.9B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$47.4M
3
+$33.8M
4
ALGN icon
Align Technology
ALGN
+$32.1M
5
MPC icon
Marathon Petroleum
MPC
+$31.6M

Top Sells

1
+$51.7M
2
+$29.8M
3
+$26.4M
4
VEEV icon
Veeva Systems
VEEV
+$25.9M
5
DHI icon
D.R. Horton
DHI
+$24.6M

Sector Composition

1 Technology 17.25%
2 Financials 12.5%
3 Healthcare 10.8%
4 Industrials 10.16%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$33.5M 0.12%
515,279
-240,273
202
$33.3M 0.12%
173,009
+18,674
203
$33.1M 0.12%
111,983
+5,187
204
$32.9M 0.12%
1,067,978
+263,377
205
$32.4M 0.12%
588,025
+61,187
206
$32.2M 0.12%
190,959
-30,342
207
$32M 0.11%
567,589
+68,638
208
$31.6M 0.11%
340,525
-16,149
209
$31.5M 0.11%
265,263
-8,582
210
$30.9M 0.11%
363,575
+75,414
211
$30.7M 0.11%
93,212
+1,268
212
$30.5M 0.11%
558,123
-124,883
213
$30.3M 0.11%
323,419
+12,036
214
$30M 0.11%
372,968
+58,350
215
$29.3M 0.11%
228,510
+6,362
216
$29.3M 0.11%
1,216,326
-148
217
$29M 0.1%
445,100
-5,884
218
$28.9M 0.1%
1,038,015
+6,885
219
$28.9M 0.1%
340,244
+10,964
220
$28.9M 0.1%
911,218
+466,430
221
$28.5M 0.1%
229,010
-11,188
222
$28.3M 0.1%
262,656
-244,966
223
$28.1M 0.1%
688,295
+651,301
224
$27.8M 0.1%
2,598,340
-49,466
225
$27.2M 0.1%
646,880
+89,575
7 8
9
10 11