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
726
$1.03M 0.01%
76,218
+7,581
727
$1.03M 0.01%
43,476
-26,456
728
$1.02M 0.01%
14,303
+1,220
729
$1.01M 0.01%
80,720
-3,693
730
$1.01M 0.01%
60,643
+4,451
731
$1.01M 0.01%
25,311
-3,062
732
$1.01M 0.01%
11,277
+3,399
733
$1.01M 0.01%
151,816
+3,632
734
$1M 0.01%
46,356
+1,975
735
$1M 0.01%
21,842
+10,980
736
$997K 0.01%
36,169
-7,754
737
$995K 0.01%
51,798
-1,219
738
$987K 0.01%
43,266
+5,108
739
$982K 0.01%
103,800
740
$981K 0.01%
15,814
+1,000
741
$976K 0.01%
8,407
-500
742
$975K 0.01%
10,450
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743
$975K 0.01%
44,143
-13,073
744
$972K 0.01%
11,417
-150
745
$968K 0.01%
10,000
-1,425
746
$968K 0.01%
22,792
+665
747
$962K 0.01%
37,679
-13,523
748
$959K 0.01%
50,108
+3,436
749
$956K 0.01%
62,364
-5,114
750
$952K 0.01%
8,649
-67,720
28 29
30
31 32