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
201
$42.8M 0.11%
+272,406
202
$42.6M 0.11%
697,805
+9,488
203
$42.3M 0.11%
68,046
-6,867
204
$41.9M 0.11%
698,028
+5,454
205
$41.2M 0.11%
105,312
-4,354
206
$40.8M 0.1%
467,849
+11,727
207
$40.7M 0.1%
323,512
+21,879
208
$40.7M 0.1%
393,407
+17,386
209
$39.6M 0.1%
264,600
-31,664
210
$38.3M 0.1%
309,395
-808
211
$38.1M 0.1%
287,761
+11,341
212
$37.7M 0.1%
1,030,682
+82,696
213
$37.4M 0.1%
247,740
+8,122
214
$37.2M 0.1%
126,929
+6,166
215
$37.1M 0.09%
139,725
-34,734
216
$36.3M 0.09%
701,917
+22,129
217
$35.7M 0.09%
109,548
-8,115
218
$35.6M 0.09%
245,119
+44,145
219
$35.1M 0.09%
242,802
-32,997
220
$34.7M 0.09%
297,924
+2,985
221
$34.7M 0.09%
602,404
+101,686
222
$34.3M 0.09%
645,144
+6,692
223
$33.8M 0.09%
2,984,170
+19,431
224
$33.7M 0.09%
666,950
+3,450
225
$33.3M 0.09%
443,174
+211,055
7 8
9
10 11