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
426
$3.48M 0.03%
136,401
-26
427
$3.46M 0.03%
177,603
+55,022
428
$3.46M 0.03%
54,836
+5,511
429
$3.43M 0.03%
85,264
-412,571
430
$3.43M 0.03%
69,413
+4,326
431
$3.42M 0.03%
107,384
+90,960
432
$3.41M 0.03%
38,743
+19,261
433
$3.36M 0.03%
66,960
-158
434
$3.34M 0.03%
59,453
+171
435
$3.32M 0.03%
76,202
-6,884
436
$3.3M 0.03%
18,203
+1,380
437
$3.29M 0.03%
75,554
+66,031
438
$3.28M 0.03%
69,258
-1,835
439
$3.26M 0.03%
44,950
+1,599
440
$3.24M 0.03%
72,984
-15,902
441
$3.23M 0.03%
102,640
+5,960
442
$3.21M 0.03%
260,408
+99,606
443
$3.19M 0.03%
95,474
+1,453
444
$3.18M 0.03%
95,492
+45,693
445
$3.17M 0.03%
106,175
+4,022
446
$3.16M 0.03%
355,104
-182,722
447
$3.15M 0.03%
52,640
-1,754
448
$3.13M 0.03%
47,051
-10,245
449
$3.13M 0.03%
122,688
-9,064
450
$3.12M 0.03%
395,858
+43,957