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
751
$950K 0.01%
18,955
+1,102
752
$946K 0.01%
114,889
+18,896
753
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144,126
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755
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80,464
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756
$927K 0.01%
5,500
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$918K 0.01%
86,489
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758
$916K 0.01%
17,795
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60,180
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$903K 0.01%
14,014
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764
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770
$888K 0.01%
66,804
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$885K 0.01%
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772
$883K 0.01%
41,180
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$878K 0.01%
34,108
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774
$872K 0.01%
83,928
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775
$871K 0.01%
113,562
+60,741
29 30
31
32 33