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
526
$4.72M 0.02%
54,200
+18,979
527
$4.7M 0.02%
81,095
+2,323
528
$4.69M 0.02%
20,864
+793
529
$4.64M 0.02%
170,419
+18,052
530
$4.64M 0.02%
97,530
+58,148
531
$4.61M 0.02%
54,893
-9,000
532
$4.6M 0.02%
94,978
+15,192
533
$4.58M 0.02%
136,098
+29,772
534
$4.57M 0.02%
48,952
-324
535
$4.55M 0.02%
145,758
+21,136
536
$4.53M 0.02%
191,161
+10,335
537
$4.53M 0.02%
256,263
+120,741
538
$4.51M 0.02%
55,609
+43,780
539
$4.51M 0.02%
199,444
+3,798
540
$4.5M 0.02%
36,926
+32,133
541
$4.49M 0.02%
123,960
+2,655
542
$4.48M 0.02%
36,974
+27,367
543
$4.47M 0.02%
+163,848
544
$4.46M 0.02%
109,828
+8,392
545
$4.41M 0.02%
+41,069
546
$4.4M 0.02%
84,360
+1,184
547
$4.4M 0.02%
40,859
+22,153
548
$4.39M 0.02%
51,202
-5,601
549
$4.38M 0.02%
136,850
+81,986
550
$4.35M 0.02%
200,192
+186,812
20 21
22
23 24