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
1026
$334K ﹤0.01%
76,159
+25,066
1027
$334K ﹤0.01%
18,947
1028
$333K ﹤0.01%
2,507
-572
1029
$333K ﹤0.01%
11,715
1030
$330K ﹤0.01%
11,401
+411
1031
$330K ﹤0.01%
13,774
+828
1032
$329K ﹤0.01%
13,038
-390
1033
$329K ﹤0.01%
8,993
-271
1034
$324K ﹤0.01%
+10,538
1035
$321K ﹤0.01%
6,965
+95
1036
$318K ﹤0.01%
400
1037
$318K ﹤0.01%
4,785
+65
1038
$317K ﹤0.01%
3,488
-1,127
1039
$316K ﹤0.01%
7,733
-3,275
1040
$308K ﹤0.01%
19,970
+1,200
1041
$307K ﹤0.01%
4,445
1042
$307K ﹤0.01%
17,462
+3,045
1043
$306K ﹤0.01%
20,600
1044
$305K ﹤0.01%
21,570
1045
$305K ﹤0.01%
12,630
+1,977
1046
$298K ﹤0.01%
16,625
+1,000
1047
$296K ﹤0.01%
7,012
1048
$296K ﹤0.01%
6,442
-519
1049
$295K ﹤0.01%
33,565
+7,442
1050
$295K ﹤0.01%
6,800
+830
40 41
42
43 44