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
551
$2M 0.02%
62,969
-175
552
$1.99M 0.02%
29,388
+10,212
553
$1.99M 0.02%
+63,232
554
$1.99M 0.02%
118,086
-3,897
555
$1.98M 0.02%
15,620
+2,037
556
$1.96M 0.02%
23,554
-238
557
$1.95M 0.02%
+81,674
558
$1.93M 0.02%
43,458
+2,012
559
$1.93M 0.02%
25,059
-947
560
$1.92M 0.02%
18,142
+8,005
561
$1.91M 0.02%
34,486
-316,449
562
$1.9M 0.02%
16,323
+6,237
563
$1.9M 0.02%
153,051
-4,741
564
$1.89M 0.02%
27,455
+50
565
$1.88M 0.02%
50,360
+1,300
566
$1.87M 0.02%
44,469
+9,190
567
$1.86M 0.02%
17,909
-2,545
568
$1.86M 0.02%
14,199
+3,437
569
$1.85M 0.02%
49,744
-5,756
570
$1.85M 0.02%
49,994
+22,024
571
$1.84M 0.02%
41,929
+32,885
572
$1.84M 0.02%
30,905
-980
573
$1.83M 0.02%
11,344
-178
574
$1.83M 0.02%
33,115
-1,075
575
$1.83M 0.02%
91,639
-3,305