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
$25.7B
AUM Growth
+$8.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,578
New
Increased
Reduced
Closed

Top Buys

1
+$419M
2
+$364M
3
+$361M
4
JPM icon
JPMorgan Chase
JPM
+$334M
5
AAPL icon
Apple
AAPL
+$320M

Top Sells

1
+$87.5M
2
+$53.8M
3
+$44.1M
4
TD icon
Toronto Dominion Bank
TD
+$30.8M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$25.1M

Sector Composition

1 Technology 16.29%
2 Financials 11.41%
3 Healthcare 11.28%
4 Industrials 10.11%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.3M 0.09%
260,837
+10,508
227
$24.2M 0.09%
1,205,908
+156,883
228
$24M 0.09%
203,500
-546
229
$24M 0.09%
246,050
-497
230
$23.8M 0.09%
348,237
+43,616
231
$23.8M 0.09%
435,318
+190,192
232
$23.7M 0.09%
119,019
+14,666
233
$23.7M 0.09%
205,777
+35,459
234
$23.6M 0.09%
855,681
+113,176
235
$23.5M 0.09%
294,902
+79,330
236
$23.5M 0.09%
66,209
+8,066
237
$23.2M 0.09%
271,160
+30,666
238
$23M 0.09%
748,214
+64,754
239
$22.8M 0.09%
196,135
+30,666
240
$22.7M 0.09%
259,348
+45,469
241
$22.6M 0.09%
431,478
+25,628
242
$22.4M 0.09%
302,004
+38,212
243
$22.3M 0.09%
284,574
+76,306
244
$22.3M 0.09%
274,197
-869
245
$22.1M 0.09%
106,188
-8,689
246
$22M 0.09%
370,177
-1,658
247
$21.9M 0.09%
96,690
+4,671
248
$21.9M 0.09%
184,411
+15,609
249
$21.8M 0.08%
257,565
+43,573
250
$21.8M 0.08%
112,431
+2,195
8 9
10
11 12