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
526
$2.25M 0.02%
22,225
+547
527
$2.25M 0.02%
215,376
+20,518
528
$2.25M 0.02%
35,441
-1,442
529
$2.25M 0.02%
195,288
+3,723
530
$2.23M 0.02%
47,250
+23,625
531
$2.22M 0.02%
18,054
-1,004
532
$2.2M 0.02%
102,986
-246
533
$2.19M 0.02%
62,374
-327
534
$2.18M 0.02%
109,195
-81,655
535
$2.17M 0.02%
28,722
+3,430
536
$2.13M 0.02%
88,008
+2,368
537
$2.13M 0.02%
69,014
+2,604
538
$2.13M 0.02%
18,388
+2,580
539
$2.12M 0.02%
48,378
+5,955
540
$2.12M 0.02%
125,092
+31,173
541
$2.12M 0.02%
31,592
+451
542
$2.12M 0.02%
40,163
-1,008
543
$2.09M 0.02%
46,161
+10,208
544
$2.08M 0.02%
109,371
+40,818
545
$2.04M 0.02%
60,518
+4,800
546
$2.04M 0.02%
52,010
+7,920
547
$2.04M 0.02%
68,327
-1,185
548
$2.03M 0.02%
60,676
-10,036
549
$2.03M 0.02%
57,684
-3,180
550
$2.01M 0.02%
21,002
-422