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
476
$5.76M 0.02%
20,684
+224
477
$5.74M 0.02%
71,899
-118
478
$5.74M 0.02%
450,996
+76,516
479
$5.73M 0.02%
585,678
+21,772
480
$5.7M 0.02%
227,513
+8,215
481
$5.67M 0.02%
316,040
+237,664
482
$5.59M 0.02%
1,352
+89
483
$5.55M 0.02%
266,080
+72,360
484
$5.53M 0.02%
360,898
+319,899
485
$5.52M 0.02%
64,754
-2,981
486
$5.5M 0.02%
118,071
+4,826
487
$5.47M 0.02%
59,023
+31,042
488
$5.46M 0.02%
101,091
+10,707
489
$5.42M 0.02%
82,587
+18,623
490
$5.41M 0.02%
140,077
+89,287
491
$5.32M 0.02%
203,743
492
$5.28M 0.02%
+73,082
493
$5.26M 0.02%
75,219
-11,483
494
$5.24M 0.02%
74,443
-2,506
495
$5.23M 0.02%
168,651
+27,277
496
$5.21M 0.02%
185,052
-27,505
497
$5.21M 0.02%
117,326
-1,534
498
$5.2M 0.02%
77,967
+50,218
499
$5.16M 0.02%
140,550
+11,960
500
$5.14M 0.02%
87,720
+1,354
18 19
20
21 22