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
51
$49.7M 0.46%
298,320
+14,690
52
$49.3M 0.45%
312,261
+16,447
53
$49M 0.45%
425,241
+17,867
54
$48.8M 0.45%
911,081
+17,786
55
$48.8M 0.45%
2,701,350
+92,685
56
$48.7M 0.45%
524,693
+16,821
57
$48.5M 0.45%
1,927,488
+1,082,525
58
$48.2M 0.44%
367,055
+95,986
59
$47.7M 0.44%
1,408,438
-11,278
60
$46.6M 0.43%
315,627
-5,871
61
$45.6M 0.42%
1,371,147
+492,393
62
$45.5M 0.42%
291,304
+13,582
63
$45.2M 0.41%
605,949
+140,973
64
$45M 0.41%
806,600
+8,589
65
$43.3M 0.4%
205,734
+9,155
66
$42.6M 0.39%
579,411
+163,332
67
$41.8M 0.38%
1,044,111
+43,857
68
$40.8M 0.37%
207,998
+135,009
69
$40.2M 0.37%
263,471
+6,481
70
$40.1M 0.37%
740,976
+33,293
71
$40.1M 0.37%
1,112,310
-22,389
72
$39.6M 0.36%
244,967
+3,954
73
$39.4M 0.36%
702,537
+229,870
74
$39.3M 0.36%
1,954,716
+316,421
75
$38.9M 0.36%
493,810
+218,672
1 2
3
4 5