Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$399M
2
+$351M
3
+$342M
4
JPM icon
JPMorgan Chase
JPM
+$329M
5
AAPL icon
Apple
AAPL
+$315M

Top Sells

1
+$83.8M
2
+$52.8M
3
+$44.1M
4
TD icon
Toronto Dominion Bank
TD
+$29.7M
5
DD icon
DuPont de Nemours
DD
+$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
326
$12.3M 0.05%
169,594
+7,744
327
$12.3M 0.05%
460,267
328
$12.2M 0.05%
43,595
-443
329
$12.2M 0.05%
408,554
-411,376
330
$12.1M 0.05%
85,883
+48,481
331
$12.1M 0.05%
49,161
-18,566
332
$12M 0.05%
239,502
+27,332
333
$11.9M 0.05%
107,543
+23,361
334
$11.7M 0.05%
63,713
+15,177
335
$11.7M 0.05%
126,054
-2,674
336
$11.7M 0.05%
112,373
+64,936
337
$11.5M 0.04%
320,038
+71,925
338
$11.5M 0.04%
128,566
+24,491
339
$11.4M 0.04%
186,374
+83,643
340
$11.3M 0.04%
357,060
-16,340
341
$11.2M 0.04%
83,004
+10,218
342
$11.2M 0.04%
175,248
+2,061
343
$11.1M 0.04%
72,454
+16,545
344
$11M 0.04%
129,874
+13,785
345
$10.8M 0.04%
619,670
+42,663
346
$10.6M 0.04%
79,335
-76,377
347
$10.6M 0.04%
245,504
-1,473
348
$10.6M 0.04%
64,123
+3,974
349
$10.4M 0.04%
29,104
+3,476
350
$10.4M 0.04%
88,905
+29,265
12 13
14
15 16