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
976
$395K ﹤0.01%
2,986
+150
977
$394K ﹤0.01%
+14,845
978
$390K ﹤0.01%
119,486
-52,009
979
$390K ﹤0.01%
8,859
-166,160
980
$387K ﹤0.01%
16,334
-27,065
981
$385K ﹤0.01%
7,218
-354
982
$384K ﹤0.01%
+18,857
983
$384K ﹤0.01%
326,120
-69,640
984
$382K ﹤0.01%
64,180
985
$381K ﹤0.01%
8,723
+1,034
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$380K ﹤0.01%
24,461
-181
987
$377K ﹤0.01%
7,527
-60
988
$375K ﹤0.01%
22,830
+328
989
$374K ﹤0.01%
58,964
-25,170
990
$373K ﹤0.01%
+55,600
991
$373K ﹤0.01%
7,602
992
$372K ﹤0.01%
5,804
-3,570
993
$372K ﹤0.01%
+24,892
994
$371K ﹤0.01%
+3,683
995
$370K ﹤0.01%
+6,584
996
$370K ﹤0.01%
6,041
997
$369K ﹤0.01%
20,258
+1,509
998
$369K ﹤0.01%
33,093
+9,657
999
$367K ﹤0.01%
5,711
+1,425
1000
$367K ﹤0.01%
+24,305