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
151
$21M 0.19%
251,773
+6,910
152
$20.9M 0.19%
500,473
+126,520
153
$20.9M 0.19%
670,482
+104,483
154
$20.7M 0.19%
132,006
-15,912
155
$20.6M 0.19%
481,442
+94,824
156
$20.4M 0.19%
87,461
+33,796
157
$19.9M 0.18%
759,506
-406,959
158
$19.7M 0.18%
973,326
+51,761
159
$18.4M 0.17%
281,077
+10,157
160
$18.2M 0.17%
369,248
-353,751
161
$18.1M 0.17%
159,359
-7,399
162
$18M 0.17%
782,912
-10,740
163
$17.8M 0.16%
244,300
-9,428
164
$17.8M 0.16%
384,261
+17,636
165
$17.8M 0.16%
163,093
+9,350
166
$17.4M 0.16%
410,274
+66,145
167
$17.2M 0.16%
144,605
+667
168
$17M 0.16%
320,236
-32,742
169
$16.8M 0.15%
135,673
-132,583
170
$16.7M 0.15%
251,174
+12,863
171
$16.1M 0.15%
138,876
-10,814
172
$16M 0.15%
958,565
-744,255
173
$15.9M 0.15%
147,141
-8,941
174
$15.9M 0.15%
1,238,128
+27,091
175
$15.3M 0.14%
149,762
-3,717
5 6
7
8 9