Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
1
$259M 2.38%
2,508,468
+119,891
2
$205M 1.88%
8,484,092
+358,724
3
$195M 1.79%
1,272,866
-7,545
4
$181M 1.66%
2,096,472
+591,411
5
$164M 1.51%
4,645,469
+108,437
6
$164M 1.51%
1,350,067
-14,787
7
$148M 1.36%
1,738,337
-73,558
8
$146M 1.34%
2,768,472
+21,349
9
$137M 1.26%
2,183,663
-54,686
10
$130M 1.2%
899,445
+15,000
11
$129M 1.18%
1,210,784
-1,324
12
$113M 1.04%
2,684,452
+189,492
13
$111M 1.02%
1,181,072
-5,236
14
$107M 0.98%
3,287,612
-38,716
15
$107M 0.98%
1,014,215
+3,029
16
$102M 0.94%
487,907
+24,750
17
$96.6M 0.89%
1,776,204
-159,250
18
$90.1M 0.83%
3,127,302
+14,526
19
$85.2M 0.78%
2,095,304
+144,383
20
$84.8M 0.78%
1,783,220
+100,394
21
$77.6M 0.71%
1,887,396
+104,553
22
$72.4M 0.66%
1,643,830
+63,536
23
$72M 0.66%
1,317,860
+72,751
24
$71.9M 0.66%
1,140,164
+424,760
25
$70.6M 0.65%
717,486
+35,144
1
2 3 4 5