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
$10.9B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1 +$51.2M
2 +$36.3M
3 +$27.3M
4
JPM icon
JPMorgan Chase
JPM
+$26.8M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$26.5M

Top Sells

1 +$44.5M
2 +$37.3M
3 +$26.7M
4
CERN
Cerner Corp
CERN
+$24M
5
ANSS
Ansys
ANSS
+$22.6M

Sector Composition

1 Technology 14.27%
2 Healthcare 12.63%
3 Industrials 11.67%
4 Consumer Discretionary 9.4%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$8.92M 0.08%
424,558
+8,337
252
$8.92M 0.08%
163,945
-3,793
253
$8.9M 0.08%
182,731
+9,502
254
$8.89M 0.08%
64,319
-511
255
$8.84M 0.08%
151,626
+3,994
256
$8.75M 0.08%
6,981
-107
257
$8.71M 0.08%
167,530
+119,548
258
$8.7M 0.08%
181,889
-9,892
259
$8.66M 0.08%
239,742
-19,488
260
$8.64M 0.08%
159,703
+54,889
261
$8.63M 0.08%
85,275
-2,572
262
$8.61M 0.08%
110,613
-3,554
263
$8.58M 0.08%
169,263
-48,314
264
$8.53M 0.08%
51,210
-1,325
265
$8.52M 0.08%
261,952
-9,528
266
$8.38M 0.08%
76,959
+11,508
267
$8.34M 0.08%
102,871
+20,710
268
$8.29M 0.08%
99,605
+2,696
269
$8.29M 0.08%
413,154
+128,659
270
$8.27M 0.08%
332,352
+259,452
271
$8.23M 0.08%
111,456
+20,578
272
$8.18M 0.08%
235,811
+16,803
273
$8.18M 0.08%
323,628
-19,832
274
$8.18M 0.08%
130,306
+4,824
275
$8.14M 0.07%
62,413
+2,707