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
501
$5.13M 0.02%
48,641
+14,376
502
$5.13M 0.02%
90,660
+81,284
503
$5.12M 0.02%
73,336
+56,548
504
$5.1M 0.02%
45,130
+14,162
505
$5.06M 0.02%
366,082
-121,101
506
$5.05M 0.02%
187,163
+4,892
507
$5.04M 0.02%
203,386
+194,465
508
$5.04M 0.02%
100,936
+14,228
509
$5.04M 0.02%
112,799
-1,139
510
$5.03M 0.02%
165,664
-24,887
511
$5.02M 0.02%
104,564
+15,527
512
$4.99M 0.02%
192,161
-7,562
513
$4.98M 0.02%
103,850
+73,445
514
$4.94M 0.02%
188,339
+105,750
515
$4.92M 0.02%
97,681
-20,185
516
$4.87M 0.02%
45,261
+40,332
517
$4.86M 0.02%
29,129
-1,333
518
$4.85M 0.02%
53,204
+24,030
519
$4.84M 0.02%
3,549
+1,911
520
$4.82M 0.02%
35,607
-2,988
521
$4.8M 0.02%
+133,990
522
$4.79M 0.02%
159,740
+77,250
523
$4.78M 0.02%
163,010
-8,608
524
$4.77M 0.02%
398,788
-7,825
525
$4.73M 0.02%
34,751
-1,884
19 20
21
22 23