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
951
$436K ﹤0.01%
16,698
+4,796
952
$431K ﹤0.01%
14,802
+4,384
953
$427K ﹤0.01%
4,613
-942
954
$425K ﹤0.01%
16,026
-2,531
955
$423K ﹤0.01%
7,690
956
$421K ﹤0.01%
5,289
+307
957
$414K ﹤0.01%
+9,216
958
$413K ﹤0.01%
9,355
-4,161
959
$412K ﹤0.01%
28,098
+9,884
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$412K ﹤0.01%
7,913
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$411K ﹤0.01%
15,350
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962
$409K ﹤0.01%
5,777
+8
963
$407K ﹤0.01%
+16,863
964
$406K ﹤0.01%
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965
$405K ﹤0.01%
473
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$404K ﹤0.01%
15,973
+3,094
967
$402K ﹤0.01%
10,877
-1,637
968
$402K ﹤0.01%
+2,406
969
$402K ﹤0.01%
+15,730
970
$402K ﹤0.01%
28,531
-600
971
$401K ﹤0.01%
5,566
+234
972
$400K ﹤0.01%
675
-50
973
$397K ﹤0.01%
15,716
+1,066
974
$396K ﹤0.01%
140,862
-46,949
975
$396K ﹤0.01%
628,368
-1,664