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
201
$11.4M 0.1%
179,747
-31,138
202
$11.3M 0.1%
+86,114
203
$11.3M 0.1%
169,776
-12,852
204
$11.2M 0.1%
233,055
-17,257
205
$11.2M 0.1%
577,803
-57,879
206
$11.1M 0.1%
435,842
+377,693
207
$11M 0.1%
128,954
-14,656
208
$11M 0.1%
96,885
+7,345
209
$10.9M 0.1%
101,908
-25,788
210
$10.6M 0.1%
363,972
+11,504
211
$10.6M 0.1%
157,635
-3,864
212
$10.5M 0.1%
164,102
-574
213
$10.5M 0.1%
291,379
-1,039,429
214
$10.4M 0.1%
92,571
+13,456
215
$10.4M 0.1%
344,662
+48,946
216
$10.3M 0.09%
241,381
-622,810
217
$10.3M 0.09%
175,554
-852
218
$10.2M 0.09%
47
-3
219
$10.2M 0.09%
196,763
+3,847
220
$10.2M 0.09%
84,581
+12,456
221
$10.1M 0.09%
212,691
+72,859
222
$10M 0.09%
222,581
+111,217
223
$10M 0.09%
93,331
+2,443
224
$9.87M 0.09%
213,145
+3,128
225
$9.86M 0.09%
248,334
-35,810
7 8
9
10 11