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
251
$21.6M 0.08%
235,503
-20,134
252
$21.3M 0.08%
183,088
+94,717
253
$21.1M 0.08%
445,483
+190,155
254
$21.1M 0.08%
547,526
+244,535
255
$21M 0.08%
188,871
+13,263
256
$20.9M 0.08%
5,084,400
+1,829,320
257
$20.4M 0.08%
284,732
+134,310
258
$19.9M 0.08%
369,986
+205,927
259
$19.7M 0.08%
516,716
+270,278
260
$19.6M 0.08%
532,964
+54,433
261
$19.3M 0.08%
1,340,000
262
$19.2M 0.07%
287,814
+197,918
263
$19M 0.07%
542,793
+4,251
264
$18.7M 0.07%
214,084
+5,226
265
$18.5M 0.07%
169,937
+1,877
266
$18.2M 0.07%
385,051
-9,758
267
$18.1M 0.07%
77,362
-3,998
268
$18M 0.07%
696,771
+440,349
269
$17.8M 0.07%
133,288
+23,072
270
$17.7M 0.07%
574,681
+12,714
271
$17.3M 0.07%
70,279
+5,663
272
$17.2M 0.07%
299,990
+48,599
273
$17.1M 0.07%
94,218
+4,320
274
$17M 0.07%
315,921
+61,554
275
$17M 0.07%
199,032
+146,067
9 10
11
12 13