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
901
$548K 0.01%
65,194
+1,300
902
$547K 0.01%
37,193
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903
$544K 0.01%
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905
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46,348
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906
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23,610
-30
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$534K ﹤0.01%
5,734
908
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30,124
-28,235
909
$529K ﹤0.01%
118,609
+36,382
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40,428
-18,526
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9,765
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913
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40,353
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914
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23,403
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915
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32,672
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918
$496K ﹤0.01%
16,218
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919
$496K ﹤0.01%
10,581
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920
$496K ﹤0.01%
+8,929
921
$494K ﹤0.01%
32,995
+16,323
922
$492K ﹤0.01%
15,369
-5,925
923
$492K ﹤0.01%
35,848
-2,245
924
$484K ﹤0.01%
8,293
925
$481K ﹤0.01%
31,679
-11,421