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
1101
$236K ﹤0.01%
10,353
-19,706
1102
$236K ﹤0.01%
8,028
1103
$235K ﹤0.01%
+64,999
1104
$234K ﹤0.01%
2,217
1105
$234K ﹤0.01%
3,554
-546
1106
$232K ﹤0.01%
+6,656
1107
$231K ﹤0.01%
9,856
1108
$231K ﹤0.01%
+5,464
1109
$231K ﹤0.01%
4,089
1110
$228K ﹤0.01%
4,626
-8
1111
$228K ﹤0.01%
15,975
-750
1112
$225K ﹤0.01%
18,555
-78
1113
$225K ﹤0.01%
2,444
-100
1114
$224K ﹤0.01%
5,717
-925
1115
$224K ﹤0.01%
+9,975
1116
$224K ﹤0.01%
17,359
1117
$224K ﹤0.01%
+3,261
1118
$223K ﹤0.01%
5,169
-1,333
1119
$223K ﹤0.01%
+6,372
1120
$222K ﹤0.01%
7,730
-6,096
1121
$221K ﹤0.01%
+16,711
1122
$220K ﹤0.01%
8,400
1123
$219K ﹤0.01%
2,890
-4,335
1124
$219K ﹤0.01%
1,558
-5,181
1125
$216K ﹤0.01%
+7,733
43 44
45
46 47