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
301
$6.98M 0.06%
94,563
+5,361
302
$6.95M 0.06%
188,047
+12,789
303
$6.93M 0.06%
255,135
+3,753
304
$6.93M 0.06%
61,444
+1,033
305
$6.91M 0.06%
224,478
+23,413
306
$6.84M 0.06%
211,568
+4,333
307
$6.76M 0.06%
35,710
-21,890
308
$6.76M 0.06%
123,042
+2,337
309
$6.69M 0.06%
305,478
+7,067
310
$6.64M 0.06%
240,044
+4,178
311
$6.44M 0.06%
29,682
+9,226
312
$6.42M 0.06%
138,014
+26,890
313
$6.39M 0.06%
27,173
-21,183
314
$6.37M 0.06%
85,841
+2,391
315
$6.33M 0.06%
32,267
-6,521
316
$6.33M 0.06%
80,402
+808
317
$6.33M 0.06%
91,254
+1,769
318
$6.27M 0.06%
280,464
-58,322
319
$6.27M 0.06%
+99,547
320
$6.25M 0.06%
362,759
+6,746
321
$6.23M 0.06%
71,616
+20,286
322
$6.23M 0.06%
102,765
+86
323
$6.2M 0.06%
233,456
+2,319
324
$6.18M 0.06%
227,011
+111,337
325
$6.18M 0.06%
108,455
+4,064