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
26
$171M 0.66%
2,988,882
+458,522
27
$167M 0.65%
568,577
+71,088
28
$163M 0.63%
1,702,048
+1,553,571
29
$163M 0.63%
2,032,659
+343,184
30
$159M 0.62%
1,449,084
+591,535
31
$158M 0.61%
1,874,282
+335,730
32
$156M 0.61%
3,665,334
+1,450,368
33
$155M 0.6%
525,059
+262,902
34
$150M 0.58%
1,583,360
+279,200
35
$148M 0.58%
2,799,385
+2,580,810
36
$136M 0.53%
1,036,404
+370,559
37
$135M 0.53%
1,727,185
+877,334
38
$134M 0.52%
2,822,773
+2,240,569
39
$130M 0.51%
2,394,925
+1,729,183
40
$128M 0.5%
483,905
-4,396
41
$127M 0.5%
1,662,764
+654,644
42
$127M 0.49%
348,366
+77,214
43
$125M 0.49%
474,481
+97,461
44
$125M 0.49%
804,352
+119,528
45
$125M 0.49%
2,612,170
+726,311
46
$116M 0.45%
915,073
+28,246
47
$115M 0.45%
1,262,672
+133,020
48
$111M 0.43%
4,398,399
+770,058
49
$107M 0.42%
1,311,155
+1,245,467
50
$107M 0.42%
962,160
+11,873
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