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
926
$480K ﹤0.01%
+9,500
927
$477K ﹤0.01%
68,300
-2,000
928
$476K ﹤0.01%
69,593
+33,355
929
$474K ﹤0.01%
+10,999
930
$472K ﹤0.01%
+15,785
931
$470K ﹤0.01%
12,868
+1,836
932
$468K ﹤0.01%
6,265
+50
933
$467K ﹤0.01%
24,108
-1,892
934
$467K ﹤0.01%
10,286
+504
935
$465K ﹤0.01%
20,626
+5,840
936
$462K ﹤0.01%
+14,221
937
$462K ﹤0.01%
+12,174
938
$462K ﹤0.01%
+12,178
939
$455K ﹤0.01%
24,732
+1,711
940
$453K ﹤0.01%
+23,185
941
$449K ﹤0.01%
29,795
+244
942
$444K ﹤0.01%
63,003
+2,647
943
$443K ﹤0.01%
10,699
+856
944
$442K ﹤0.01%
20,044
-200
945
$442K ﹤0.01%
5,066
946
$442K ﹤0.01%
29,814
-1,154
947
$442K ﹤0.01%
6,907
-300
948
$439K ﹤0.01%
26,179
-288,605
949
$439K ﹤0.01%
13,713
-51,705
950
$438K ﹤0.01%
+4,081