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
626
$1.51M 0.01%
30,310
-6,179
627
$1.5M 0.01%
+7,864
628
$1.48M 0.01%
37,042
-1,046
629
$1.48M 0.01%
31,396
+4,191
630
$1.48M 0.01%
31,672
+1,412
631
$1.47M 0.01%
+48,385
632
$1.47M 0.01%
78,969
-2,983
633
$1.46M 0.01%
53,604
-620
634
$1.46M 0.01%
+38,958
635
$1.46M 0.01%
28,755
-252
636
$1.44M 0.01%
49,525
-150
637
$1.44M 0.01%
232,380
-3,724
638
$1.44M 0.01%
50,812
-5,135
639
$1.44M 0.01%
92,184
-19,152
640
$1.43M 0.01%
33,997
+17,002
641
$1.43M 0.01%
102,291
+409
642
$1.41M 0.01%
57,826
+18,033
643
$1.39M 0.01%
19,486
-63
644
$1.39M 0.01%
55,986
-1,758
645
$1.39M 0.01%
20,612
-2,253
646
$1.39M 0.01%
+11,645
647
$1.38M 0.01%
57,837
+6,981
648
$1.36M 0.01%
18,653
+1
649
$1.35M 0.01%
460
+60
650
$1.35M 0.01%
50,748
-656
24 25
26
27 28