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
551
$4.34M 0.02%
76,588
+18,318
552
$4.31M 0.02%
96,826
+1,165
553
$4.31M 0.02%
41,552
-4,450
554
$4.3M 0.02%
95,813
+15,294
555
$4.29M 0.02%
43,893
-4,792
556
$4.27M 0.02%
60,759
+52,787
557
$4.27M 0.02%
28,676
+26,834
558
$4.27M 0.02%
18,827
+1,042
559
$4.26M 0.02%
185,222
+35,386
560
$4.25M 0.02%
+43,348
561
$4.24M 0.02%
86,358
+18,538
562
$4.24M 0.02%
75,910
+7,356
563
$4.2M 0.02%
37,992
-2,628
564
$4.2M 0.02%
41,466
+8,965
565
$4.19M 0.02%
602,552
-4,497
566
$4.19M 0.02%
226,686
+51,000
567
$4.19M 0.02%
24,548
+4,569
568
$4.16M 0.02%
73,884
+67,780
569
$4.14M 0.02%
76,446
-1,008
570
$4.13M 0.02%
167,843
-1,711
571
$4.1M 0.02%
129,628
+75,630
572
$4.08M 0.02%
39,857
+1,036
573
$4.06M 0.02%
195,488
+113,658
574
$4.05M 0.02%
+8,037
575
$4.03M 0.02%
98,797
+52,635
21 22
23
24 25