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
1226
– –
-4,066
1227
– –
-63,062
1228
– –
-55,372
1229
– –
-33,567
1230
– –
-11,200
1231
– –
-33,087
1232
– –
-49,585
1233
– –
-1,337
1234
– –
-46,184
1235
– –
-6,479
1236
– –
-100,100
1237
– –
-67,125
1238
– –
-13,374
1239
– –
-4,469
1240
– –
-14,741
1241
– –
-11,329
1242
– –
-8,476
1243
– –
-16,082
1244
– –
-8,823
1245
– –
-10,151
1246
– –
-35,392
1247
– –
-17,864
1248
– –
-11,838
1249
– –
-329,761
1250
– –
-36,782
48 49
50
51 52