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
351
$10.3M 0.04%
313,510
+63,833
352
$10.2M 0.04%
54,679
+153
353
$10.1M 0.04%
149,914
+12,035
354
$10M 0.04%
74,257
+58,270
355
$9.98M 0.04%
446,145
+3,970
356
$9.94M 0.04%
309,084
-44,009
357
$9.94M 0.04%
86,044
+26,127
358
$9.91M 0.04%
551,458
+117
359
$9.9M 0.04%
105,805
+33,882
360
$9.83M 0.04%
112,081
+71,849
361
$9.82M 0.04%
81,503
+12,153
362
$9.82M 0.04%
289,056
+31,110
363
$9.79M 0.04%
159,269
+78,456
364
$9.75M 0.04%
174,522
+37,834
365
$9.69M 0.04%
59,503
+2,316
366
$9.64M 0.04%
+386,679
367
$9.64M 0.04%
38,255
-215
368
$9.51M 0.04%
151,760
+677
369
$9.51M 0.04%
95,891
+5,739
370
$9.43M 0.04%
121,584
+42,118
371
$9.43M 0.04%
255,451
+6,396
372
$9.37M 0.04%
112,371
+11,832
373
$9.29M 0.04%
46,264
+1,921
374
$9.26M 0.04%
45,246
+19,665
375
$9.23M 0.04%
118,283
+60,970
13 14
15
16 17