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
401
$8.04M 0.03%
61,630
+18,721
402
$8.03M 0.03%
321,296
+303,859
403
$8M 0.03%
261,166
+188,099
404
$7.95M 0.03%
239,231
+155,996
405
$7.86M 0.03%
330,671
-2,121
406
$7.83M 0.03%
37,152
+6,455
407
$7.79M 0.03%
85,197
+48,595
408
$7.79M 0.03%
146,823
+3,377
409
$7.77M 0.03%
82,202
+69,521
410
$7.73M 0.03%
313,463
-86,991
411
$7.64M 0.03%
+185,757
412
$7.63M 0.03%
265,695
+236,543
413
$7.57M 0.03%
144,260
+3,113
414
$7.44M 0.03%
244,744
+53,020
415
$7.36M 0.03%
262,368
-2,493
416
$7.35M 0.03%
131,788
+5,419
417
$7.35M 0.03%
258,905
-2,404
418
$7.35M 0.03%
137,445
+37,354
419
$7.34M 0.03%
90,793
-398
420
$7.33M 0.03%
370,420
+17,349
421
$7.29M 0.03%
71,564
-54,484
422
$7.28M 0.03%
179,281
+10,323
423
$7.25M 0.03%
74,264
+28,056
424
$7.25M 0.03%
+380,781
425
$7.2M 0.03%
30,133
+28,045
15 16
17
18 19