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
1001
$366K ﹤0.01%
9,567
+292
1002
$364K ﹤0.01%
22,725
-700
1003
$362K ﹤0.01%
6,028
-300
1004
$362K ﹤0.01%
6,894
-70
1005
$360K ﹤0.01%
10,410
-262
1006
$360K ﹤0.01%
5,048
+655
1007
$359K ﹤0.01%
12,467
+4,587
1008
$358K ﹤0.01%
3,021
-488
1009
$354K ﹤0.01%
35,915
+2,742
1010
$353K ﹤0.01%
3,116
+307
1011
$351K ﹤0.01%
17,974
1012
$347K ﹤0.01%
2,785
-280
1013
$346K ﹤0.01%
6,088
-400
1014
$345K ﹤0.01%
+18,400
1015
$345K ﹤0.01%
21,281
-37,099
1016
$344K ﹤0.01%
20,073
-1,343
1017
$343K ﹤0.01%
17,850
1018
$343K ﹤0.01%
+4,666
1019
$342K ﹤0.01%
26,138
-3,229
1020
$341K ﹤0.01%
25,113
1021
$341K ﹤0.01%
3,262
+634
1022
$340K ﹤0.01%
20,800
1023
$340K ﹤0.01%
+4,600
1024
$338K ﹤0.01%
12,576
+57
1025
$338K ﹤0.01%
24,881
-16,185
39 40
41
42 43