Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
1
$1.03B 3.7%
14,048,964
-76,980
2
$918M 3.29%
5,819,072
-38,502
3
$670M 2.41%
4,808,293
+58,818
4
$490M 1.76%
3,389,147
+125,277
5
$487M 1.75%
11,048,784
+708,144
6
$444M 1.59%
1,959,158
+20,722
7
$433M 1.56%
2,971,580
+18,552
8
$427M 1.53%
3,125,937
+123,250
9
$405M 1.46%
1,856,706
+12,341
10
$383M 1.38%
6,428,721
+299,471
11
$379M 1.36%
2,154,980
+87,813
12
$327M 1.17%
4,891,060
+21,780
13
$297M 1.06%
6,183,032
+110,558
14
$294M 1.06%
4,965,262
+137,627
15
$258M 0.92%
2,909,385
+125,945
16
$255M 0.91%
2,112,029
+44,077
17
$240M 0.86%
1,325,772
-7,250
18
$231M 0.83%
7,899,015
+516,435
19
$220M 0.79%
1,171,938
-14,574
20
$214M 0.77%
11,606,798
-56,704
21
$202M 0.72%
5,421,168
-29,939
22
$191M 0.69%
2,276,237
+111,237
23
$187M 0.67%
2,579,188
-6,954
24
$186M 0.67%
4,176,816
+436,460
25
$185M 0.66%
3,011,678
+8,454
1
2 3 4 5