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
276
$7.94M 0.07%
68,313
-19,216
277
$7.76M 0.07%
119,113
+9,511
278
$7.75M 0.07%
371,328
+44,992
279
$7.68M 0.07%
214,636
+71,060
280
$7.67M 0.07%
55,602
-1,528
281
$7.66M 0.07%
91,742
+4,222
282
$7.64M 0.07%
509,167
+173,520
283
$7.62M 0.07%
272,246
+138,195
284
$7.59M 0.07%
234,670
+5,060
285
$7.59M 0.07%
446,601
+79,314
286
$7.57M 0.07%
55,380
+8,226
287
$7.54M 0.07%
163,678
+3,961
288
$7.53M 0.07%
84,240
+17,656
289
$7.48M 0.07%
21,396
+686
290
$7.47M 0.07%
93,946
+11,157
291
$7.45M 0.07%
114,304
-162
292
$7.43M 0.07%
84,034
+2,763
293
$7.37M 0.07%
207,201
+12,581
294
$7.31M 0.07%
13,414
-1,168
295
$7.14M 0.07%
142,453
+762
296
$7.13M 0.07%
321,952
+10,425
297
$7.11M 0.07%
280,004
-2,784
298
$7.06M 0.06%
66,359
+1,320
299
$7.03M 0.06%
145,688
-14,295
300
$7.03M 0.06%
167,752
+20,206