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
451
$3.12M 0.03%
203,743
452
$3.11M 0.03%
307,379
+85,714
453
$3.1M 0.03%
+119,224
454
$3.1M 0.03%
203,200
+1,487
455
$3.09M 0.03%
55,046
+12,746
456
$3.08M 0.03%
381,850
+320,050
457
$3.02M 0.03%
17,726
+732
458
$3.02M 0.03%
14,707
-3,122
459
$3.01M 0.03%
92,727
+13,829
460
$3.01M 0.03%
34,865
+1,248
461
$2.99M 0.03%
251,086
-4,174
462
$2.98M 0.03%
30,503
-4,805
463
$2.98M 0.03%
111,146
+232
464
$2.98M 0.03%
69,081
+11,193
465
$2.96M 0.03%
12,148
+4,494
466
$2.96M 0.03%
78,885
-106,953
467
$2.95M 0.03%
13,275
+9,665
468
$2.93M 0.03%
99,025
+8,540
469
$2.92M 0.03%
57,750
+22,387
470
$2.91M 0.03%
40,135
+10,830
471
$2.91M 0.03%
107,269
+17,646
472
$2.9M 0.03%
30,796
+1,079
473
$2.88M 0.03%
61,711
-227,714
474
$2.87M 0.03%
113,090
-6,034
475
$2.83M 0.03%
20,031
+1,170