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
276
$17M 0.07%
469,146
+55,210
277
$16.8M 0.07%
265,340
+16,688
278
$16.7M 0.07%
294,055
+8,494
279
$16.7M 0.07%
96,253
-8,556
280
$16.7M 0.07%
389,403
+130,104
281
$16.7M 0.06%
406,538
+112,975
282
$16.7M 0.06%
139,729
+35,192
283
$16.5M 0.06%
125,801
+6,471
284
$16.4M 0.06%
24,036
+524
285
$16.2M 0.06%
115,173
+19,151
286
$16.1M 0.06%
156,706
+74,681
287
$16.1M 0.06%
300,384
+85,058
288
$16M 0.06%
79,878
+4,420
289
$16M 0.06%
242,647
+42,407
290
$15.7M 0.06%
227,790
+93,718
291
$15.7M 0.06%
315,316
+9,322
292
$15.4M 0.06%
222,534
+23,166
293
$15.4M 0.06%
293,616
+33,013
294
$15.4M 0.06%
142,845
+40,199
295
$15.3M 0.06%
94,870
+3,316
296
$15.1M 0.06%
276,018
+37,398
297
$14.7M 0.06%
986,460
-40,035
298
$14.6M 0.06%
164,126
+35,663
299
$14.6M 0.06%
170,168
+27,307
300
$14.6M 0.06%
109,802
-2,912
10 11
12
13 14