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
601
$1.66M 0.02%
33,800
-3,423
602
$1.65M 0.02%
88,521
-6,019
603
$1.64M 0.02%
50,708
+12,251
604
$1.64M 0.02%
91,643
-41,780
605
$1.63M 0.01%
75,731
+31,114
606
$1.63M 0.01%
30,362
-8,409
607
$1.61M 0.01%
111,296
608
$1.61M 0.01%
53,802
+46,702
609
$1.61M 0.01%
23,168
-483
610
$1.6M 0.01%
93,536
-55,318
611
$1.6M 0.01%
64,874
-14,781
612
$1.59M 0.01%
52,684
-656
613
$1.59M 0.01%
21,402
+2,047
614
$1.59M 0.01%
99,232
-6,177
615
$1.58M 0.01%
9,574
+5
616
$1.58M 0.01%
19,860
-1,363
617
$1.58M 0.01%
9,782
-302
618
$1.57M 0.01%
+63,349
619
$1.56M 0.01%
39,162
-96,378
620
$1.55M 0.01%
32,369
+9,495
621
$1.55M 0.01%
125,954
-9,030
622
$1.54M 0.01%
+32,365
623
$1.53M 0.01%
37,722
-1,182
624
$1.52M 0.01%
32,775
-3,407
625
$1.51M 0.01%
117,581
+9,786
23 24
25
26 27