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
1051
$292K ﹤0.01%
852
1052
$285K ﹤0.01%
5,992
-31
1053
$283K ﹤0.01%
9,152
+95
1054
$283K ﹤0.01%
25,173
-3,205
1055
$283K ﹤0.01%
61,100
1056
$278K ﹤0.01%
11,502
-7,857
1057
$278K ﹤0.01%
7,412
+43
1058
$277K ﹤0.01%
17,017
1059
$276K ﹤0.01%
2,147
-268
1060
$276K ﹤0.01%
25,554
+1,203
1061
$274K ﹤0.01%
18,641
1062
$273K ﹤0.01%
7,658
+152
1063
$273K ﹤0.01%
7,129
-23
1064
$271K ﹤0.01%
14,520
1065
$271K ﹤0.01%
+11,377
1066
$271K ﹤0.01%
6,123
1067
$270K ﹤0.01%
11,458
-28,795
1068
$270K ﹤0.01%
3,505
-1,200
1069
$269K ﹤0.01%
20,657
-52
1070
$267K ﹤0.01%
6,697
-10,327
1071
$267K ﹤0.01%
3,271
+40
1072
$265K ﹤0.01%
9,126
+62
1073
$264K ﹤0.01%
5,479
-3,036
1074
$264K ﹤0.01%
998
-499
1075
$264K ﹤0.01%
17,200
-800
41 42
43
44 45