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
176
$14.7M 0.13%
140,017
-1,712
177
$14.6M 0.13%
315,193
-8,454
178
$14.5M 0.13%
182,056
+21,450
179
$14.4M 0.13%
201,878
+10,517
180
$14.1M 0.13%
346,583
+184,119
181
$14.1M 0.13%
173,400
-9,813
182
$14M 0.13%
253,976
+16,404
183
$13.8M 0.13%
200,129
+23,887
184
$13.5M 0.12%
155,560
+26,707
185
$13.5M 0.12%
157,330
+4,999
186
$13.1M 0.12%
83,665
+6,448
187
$13M 0.12%
170,455
+39,228
188
$12.9M 0.12%
316,751
+182,597
189
$12.7M 0.12%
128,424
-57,436
190
$12.7M 0.12%
167,148
-20,559
191
$12.5M 0.11%
110,523
-5,193
192
$12.5M 0.11%
36,141
+2,086
193
$12.4M 0.11%
151,789
-35,683
194
$12.3M 0.11%
372,938
+7,922
195
$12.2M 0.11%
239,416
-8,257
196
$11.9M 0.11%
882,284
-14,808
197
$11.6M 0.11%
126,806
+910
198
$11.5M 0.11%
252,547
+15,240
199
$11.4M 0.1%
82,157
+22,523
200
$11.4M 0.1%
75,253
-2,860
6 7
8
9 10