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
1126
$214K ﹤0.01%
15,048
-1,086
1127
$214K ﹤0.01%
5,908
-7
1128
$214K ﹤0.01%
20,194
1129
$210K ﹤0.01%
3,150
1130
$210K ﹤0.01%
4,000
-6,500
1131
$210K ﹤0.01%
+15,397
1132
$210K ﹤0.01%
+6,542
1133
$209K ﹤0.01%
+8,824
1134
$209K ﹤0.01%
+3,500
1135
$206K ﹤0.01%
4,974
-1,025
1136
$205K ﹤0.01%
3,760
-2,195
1137
$204K ﹤0.01%
+4,657
1138
$204K ﹤0.01%
+4,995
1139
$203K ﹤0.01%
8,205
1140
$200K ﹤0.01%
+6,145
1141
$200K ﹤0.01%
+1,663
1142
$198K ﹤0.01%
37,564
-433
1143
$198K ﹤0.01%
+29,201
1144
$194K ﹤0.01%
15,463
1145
$187K ﹤0.01%
15,765
+1,400
1146
$180K ﹤0.01%
11,633
-1,600
1147
$177K ﹤0.01%
13,556
+198
1148
$175K ﹤0.01%
4,377
1149
$174K ﹤0.01%
25,493
-288
1150
$173K ﹤0.01%
+14,071