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

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
576
$4.02M 0.02%
+53,871
577
$4.02M 0.02%
68,021
-2,098
578
$4.01M 0.02%
14,064
-729
579
$4.01M 0.02%
23,043
+9,304
580
$4.01M 0.02%
38,826
+35,605
581
$4M 0.02%
123,100
+20,956
582
$3.96M 0.02%
+56,714
583
$3.94M 0.02%
126,946
+62,749
584
$3.92M 0.02%
172,269
+39,745
585
$3.91M 0.02%
273,215
+126,044
586
$3.91M 0.02%
71,143
+1,835
587
$3.9M 0.02%
119,836
+820
588
$3.89M 0.02%
150,672
+83,781
589
$3.87M 0.02%
+197,659
590
$3.86M 0.02%
225,234
+51,953
591
$3.86M 0.02%
84,225
+4,258
592
$3.86M 0.02%
26,194
+5,741
593
$3.85M 0.02%
79,688
+4,912
594
$3.82M 0.01%
+187,155
595
$3.81M 0.01%
92,103
+9,108
596
$3.78M 0.01%
264,366
-8,002
597
$3.77M 0.01%
102,443
+48,234
598
$3.74M 0.01%
64,163
+1,867
599
$3.74M 0.01%
228,902
-213,027
600
$3.73M 0.01%
80,639
+6,329