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
301
$14.5M 0.06%
176,963
+23,023
302
$14.4M 0.06%
457,960
-631,431
303
$14.2M 0.06%
218,400
+27,080
304
$14.2M 0.06%
363,872
+8,502
305
$14.2M 0.06%
247,241
+29,629
306
$14.1M 0.05%
181,720
+50,906
307
$13.9M 0.05%
171,726
+1,427
308
$13.8M 0.05%
80,672
+31,882
309
$13.8M 0.05%
249,966
+128,537
310
$13.7M 0.05%
91,747
+2,545
311
$13.6M 0.05%
134,558
+84,396
312
$13.6M 0.05%
154,710
+86,999
313
$13.6M 0.05%
110,668
+9,088
314
$13.6M 0.05%
163,307
+56,576
315
$13.4M 0.05%
326,338
+57,209
316
$13.2M 0.05%
263,057
+10,384
317
$13.1M 0.05%
369,104
+49,586
318
$12.9M 0.05%
80,713
+69,547
319
$12.9M 0.05%
49,275
+18,457
320
$12.9M 0.05%
145,417
+8,984
321
$12.9M 0.05%
226,677
+20,433
322
$12.7M 0.05%
34,724
-1,818
323
$12.7M 0.05%
76,452
+25,782
324
$12.6M 0.05%
188,220
+14,635
325
$12.5M 0.05%
279,290
+19,267
11 12
13
14 15