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
626
$3.39M 0.01%
+29,847
627
$3.38M 0.01%
64,091
+17,783
628
$3.36M 0.01%
148,668
+2,324
629
$3.36M 0.01%
28,426
+25,074
630
$3.35M 0.01%
340,508
+193,717
631
$3.31M 0.01%
52,679
+27,498
632
$3.31M 0.01%
55,796
+7,330
633
$3.31M 0.01%
38,173
+16,336
634
$3.31M 0.01%
+227,063
635
$3.3M 0.01%
+66,252
636
$3.25M 0.01%
11,347
-469
637
$3.25M 0.01%
261,750
+1,168
638
$3.24M 0.01%
112,217
+2,262
639
$3.23M 0.01%
63,690
+44,177
640
$3.23M 0.01%
38,481
+13,520
641
$3.23M 0.01%
+12,157
642
$3.22M 0.01%
397,095
-182
643
$3.2M 0.01%
+111,458
644
$3.2M 0.01%
133,932
-4,319
645
$3.19M 0.01%
63,391
-62
646
$3.19M 0.01%
37,555
+378
647
$3.17M 0.01%
+158,170
648
$3.15M 0.01%
+183,610
649
$3.15M 0.01%
66,855
+21,948
650
$3.14M 0.01%
34,522
-378
24 25
26
27 28