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
451
$6.46M 0.03%
231,358
+95,110
452
$6.45M 0.03%
54,775
+1,829
453
$6.44M 0.03%
24,230
+3,241
454
$6.44M 0.03%
114,496
+6,279
455
$6.42M 0.03%
408,178
-1,674
456
$6.34M 0.02%
260,014
-2,055
457
$6.31M 0.02%
101,780
+22,863
458
$6.3M 0.02%
615,506
+163,963
459
$6.28M 0.02%
118,526
+8,462
460
$6.23M 0.02%
106,053
+48,272
461
$6.21M 0.02%
50,955
+604
462
$6.13M 0.02%
+106,562
463
$6.04M 0.02%
456,835
-41,004
464
$6.02M 0.02%
119,618
+50,406
465
$6.01M 0.02%
+203,187
466
$5.96M 0.02%
40,959
+26,864
467
$5.96M 0.02%
271,970
-37,182
468
$5.92M 0.02%
34,357
-130
469
$5.9M 0.02%
309,628
+182,702
470
$5.85M 0.02%
45,591
-6,130
471
$5.84M 0.02%
31,866
+5,194
472
$5.8M 0.02%
74,942
-49,562
473
$5.76M 0.02%
+306,730
474
$5.76M 0.02%
78,606
+54,623
475
$5.76M 0.02%
71,249
+1,565
17 18
19
20 21