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
401
$4.06M 0.04%
67,970
+219
402
$4.06M 0.04%
30,456
+696
403
$4.04M 0.04%
85,094
+35,011
404
$4.03M 0.04%
192,538
-5,916
405
$4.03M 0.04%
+43,168
406
$4.02M 0.04%
41,010
-222
407
$3.95M 0.04%
+36,380
408
$3.94M 0.04%
63,145
+320
409
$3.89M 0.04%
168,951
+4,255
410
$3.86M 0.04%
53,203
+3,692
411
$3.82M 0.04%
51,653
+1,782
412
$3.81M 0.04%
393,001
+241,527
413
$3.8M 0.03%
74,205
+6,850
414
$3.79M 0.03%
22,969
-269,380
415
$3.77M 0.03%
147,420
+126,141
416
$3.76M 0.03%
135,670
-368,866
417
$3.73M 0.03%
+70,836
418
$3.72M 0.03%
63,027
-9,152
419
$3.57M 0.03%
226,399
+3,262
420
$3.52M 0.03%
44,205
+5,323
421
$3.52M 0.03%
24,040
+15,947
422
$3.52M 0.03%
31,226
+676
423
$3.5M 0.03%
150,877
+93,510
424
$3.49M 0.03%
197,245
+3,907
425
$3.49M 0.03%
106,213
-1,077
15 16
17
18 19