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
1176
$85K ﹤0.01%
10,150
-700
1177
$83K ﹤0.01%
10,553
-1,000
1178
$80K ﹤0.01%
10,000
1179
$79K ﹤0.01%
1,000
1180
$68K ﹤0.01%
11,582
-927
1181
$67K ﹤0.01%
4,014
+267
1182
$66K ﹤0.01%
+11,246
1183
$65K ﹤0.01%
+10,000
1184
$52K ﹤0.01%
20,598
1185
$50K ﹤0.01%
10,535
1186
$40K ﹤0.01%
250
1187
$34K ﹤0.01%
1,467
+734
1188
$26K ﹤0.01%
5,000
-40
1189
$21K ﹤0.01%
42,607
1190
$4K ﹤0.01%
10
1191
– –
-2,939
1192
– –
-12,820
1193
– –
-19,952
1194
– –
-3,576
1195
– –
-46,001
1196
– –
-6,254
1197
– –
-3,911
1198
– –
-9,399
1199
– –
-27,523
1200
– –
-8,930
46 47
48
49 50