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

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
376
$9.2M 0.04%
339,346
+49,506
377
$9.18M 0.04%
166,787
+20,907
378
$9.13M 0.04%
165,682
+87,621
379
$9.11M 0.04%
39,797
+572
380
$9.05M 0.04%
225,201
+34,622
381
$9.01M 0.04%
158,073
+73,079
382
$8.88M 0.03%
97,299
+16,353
383
$8.83M 0.03%
729,125
-6,429
384
$8.76M 0.03%
238,489
+228,302
385
$8.58M 0.03%
+224,570
386
$8.57M 0.03%
222,554
+5,005
387
$8.54M 0.03%
178,040
+69,912
388
$8.5M 0.03%
68,368
+36,080
389
$8.44M 0.03%
187,930
+25,911
390
$8.4M 0.03%
84,422
+12,779
391
$8.4M 0.03%
131,149
-652
392
$8.4M 0.03%
129,981
+53,557
393
$8.35M 0.03%
+331,270
394
$8.31M 0.03%
80,214
+45,141
395
$8.3M 0.03%
135,869
+13,495
396
$8.21M 0.03%
106,171
-1,448
397
$8.2M 0.03%
164,996
+19,153
398
$8.14M 0.03%
156,105
+86,564
399
$8.07M 0.03%
80,586
+72,276
400
$8.06M 0.03%
333,492
-24,966