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
76
$38.2M 0.35%
1,117,985
+51,038
77
$37.5M 0.34%
1,541,249
+75,605
78
$37.5M 0.34%
874,028
+28,580
79
$37.1M 0.34%
323,178
+70,465
80
$36.7M 0.34%
376,869
-84,773
81
$36.6M 0.34%
400,170
+19,621
82
$36.3M 0.33%
+1,065,010
83
$36.2M 0.33%
471,370
+8,861
84
$35.2M 0.32%
364,591
+17,183
85
$35.2M 0.32%
273,210
+1,282
86
$34.7M 0.32%
351,249
+60,065
87
$34.5M 0.32%
391,031
-19,316
88
$34.3M 0.31%
818,203
+100,657
89
$34.3M 0.31%
517,819
+23,511
90
$34.1M 0.31%
421,847
+16,899
91
$33.3M 0.31%
824,790
+54,354
92
$33.1M 0.3%
724,146
-2,809
93
$33M 0.3%
287,569
+6,555
94
$33M 0.3%
441,021
+10,779
95
$32M 0.29%
550,638
-12,612
96
$31.6M 0.29%
1,201,212
+500,067
97
$31.3M 0.29%
1,154,088
-197,548
98
$31M 0.28%
453,121
+200,742
99
$30.8M 0.28%
967,865
+108,652
100
$30.8M 0.28%
295,335
-100,775