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
1076
$263K ﹤0.01%
33,300
-2,500
1077
$262K ﹤0.01%
+28,371
1078
$258K ﹤0.01%
16,405
+1,144
1079
$256K ﹤0.01%
5,015
+290
1080
$254K ﹤0.01%
4,633
+279
1081
$253K ﹤0.01%
+3,241
1082
$253K ﹤0.01%
16,681
+934
1083
$250K ﹤0.01%
+12,176
1084
$250K ﹤0.01%
3,633
+412
1085
$250K ﹤0.01%
250,000
1086
$249K ﹤0.01%
+7,026
1087
$247K ﹤0.01%
8,300
1088
$246K ﹤0.01%
2,579
-174
1089
$243K ﹤0.01%
13,209
1090
$243K ﹤0.01%
+16,600
1091
$242K ﹤0.01%
28,689
1092
$242K ﹤0.01%
34,849
+2,551
1093
$242K ﹤0.01%
2,825
+250
1094
$241K ﹤0.01%
12,511
+506
1095
$241K ﹤0.01%
12,400
-3,325
1096
$240K ﹤0.01%
9,437
-88,716
1097
$240K ﹤0.01%
25,600
1098
$239K ﹤0.01%
5,170
-413
1099
$237K ﹤0.01%
4,303
1100
$237K ﹤0.01%
16,038
-1,783
42 43
44
45 46