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
701
$1.14M 0.01%
97,267
+14,550
702
$1.13M 0.01%
27,579
+16,480
703
$1.13M 0.01%
19,341
+98
704
$1.12M 0.01%
33,047
+10,723
705
$1.12M 0.01%
56,890
+2,900
706
$1.12M 0.01%
56,400
+574
707
$1.12M 0.01%
145,448
+40,650
708
$1.09M 0.01%
12,786
+4,094
709
$1.08M 0.01%
9,016
+24
710
$1.08M 0.01%
19,017
+1,500
711
$1.08M 0.01%
12,575
+3,978
712
$1.08M 0.01%
43,382
+2,167
713
$1.07M 0.01%
53,580
+145
714
$1.07M 0.01%
10,592
+1,190
715
$1.07M 0.01%
22,091
+2,113
716
$1.06M 0.01%
234,945
+8,170
717
$1.05M 0.01%
14,788
+5,329
718
$1.05M 0.01%
108,007
+57,441
719
$1.05M 0.01%
35,520
-2,079
720
$1.05M 0.01%
83,049
+855
721
$1.05M 0.01%
22,095
-106
722
$1.04M 0.01%
13,875
+9,015
723
$1.04M 0.01%
14,441
-138
724
$1.04M 0.01%
34,088
+7,005
725
$1.03M 0.01%
16,016
+3,614