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
326
$6.12M 0.06%
72,577
+1,287
327
$6.11M 0.06%
49,445
-5,875
328
$6.1M 0.06%
54,172
+3,832
329
$6.03M 0.06%
251,795
+25,934
330
$5.97M 0.05%
235,651
+62,532
331
$5.92M 0.05%
89,159
+1,612
332
$5.92M 0.05%
110,358
+34,177
333
$5.91M 0.05%
55,797
-2,560
334
$5.89M 0.05%
155,609
+59,031
335
$5.87M 0.05%
103,577
-1,573
336
$5.83M 0.05%
41,587
+11,379
337
$5.82M 0.05%
74,480
-1,220
338
$5.78M 0.05%
77,166
+365
339
$5.67M 0.05%
44,652
-8,158
340
$5.66M 0.05%
135,690
+3,096
341
$5.59M 0.05%
387,503
-13,692
342
$5.59M 0.05%
100,905
+4,064
343
$5.56M 0.05%
28,174
+5,170
344
$5.56M 0.05%
184,572
+88,365
345
$5.45M 0.05%
130,643
+2,217
346
$5.42M 0.05%
347,660
+63,570
347
$5.4M 0.05%
77,277
-16,629
348
$5.38M 0.05%
116,551
-11,917
349
$5.37M 0.05%
300,847
+76,639
350
$5.34M 0.05%
114,768
-3,328