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
601
$3.72M 0.01%
46,579
+42,429
602
$3.71M 0.01%
19,733
+753
603
$3.71M 0.01%
+84,416
604
$3.69M 0.01%
+162,694
605
$3.68M 0.01%
177,099
+1,772
606
$3.68M 0.01%
115,771
+91,115
607
$3.68M 0.01%
88,909
+53,265
608
$3.68M 0.01%
218,021
-2,225
609
$3.67M 0.01%
74,492
-3,563
610
$3.62M 0.01%
212,024
+6,937
611
$3.6M 0.01%
161,055
+1,935
612
$3.59M 0.01%
+102,973
613
$3.58M 0.01%
38,065
+2,990
614
$3.56M 0.01%
72,259
+5,062
615
$3.55M 0.01%
+316,993
616
$3.53M 0.01%
152,797
+22,732
617
$3.51M 0.01%
+90,653
618
$3.51M 0.01%
63,894
+14,876
619
$3.5M 0.01%
30,375
+19,438
620
$3.49M 0.01%
+28,575
621
$3.46M 0.01%
192,601
+173,887
622
$3.45M 0.01%
92,841
+48,427
623
$3.43M 0.01%
61,316
+7,348
624
$3.42M 0.01%
+48,096
625
$3.41M 0.01%
39,554
+18,281