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
26
$67.6M 0.62%
2,131,576
+98,894
27
$63.2M 0.58%
1,143,209
+1,901
28
$61.1M 0.56%
718,675
+38,218
29
$59.1M 0.54%
885,385
+155,838
30
$58.5M 0.54%
236,037
+12,068
31
$58.4M 0.54%
1,179,356
+51,545
32
$57.7M 0.53%
1,711,507
+105,587
33
$57.2M 0.52%
996,941
-14,132
34
$56.3M 0.52%
598,710
+20,708
35
$56.2M 0.52%
1,223,413
-112,613
36
$55.6M 0.51%
596,798
+2,754
37
$54.8M 0.5%
3,003,360
+575,015
38
$54.7M 0.5%
650,758
+24,934
39
$54.4M 0.5%
4,902,436
+242,512
40
$54.4M 0.5%
386,647
+17,064
41
$54.1M 0.5%
2,014,513
-162,421
42
$54M 0.5%
1,011,932
+37,926
43
$53.9M 0.49%
467,776
+57,366
44
$52.8M 0.48%
804,473
+167,047
45
$52.6M 0.48%
1,022,106
+44,520
46
$52.3M 0.48%
1,482,700
+103,980
47
$50.3M 0.46%
2,495,191
+1,299,409
48
$50M 0.46%
354,897
+49,581
49
$50M 0.46%
721,988
+32,714
50
$49.8M 0.46%
444,625
+46,425