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
651
$3.13M 0.01%
11,101
-7,821
652
$3.13M 0.01%
5,117
-10
653
$3.12M 0.01%
45,559
+23,450
654
$3.11M 0.01%
68,044
+2,984
655
$3.08M 0.01%
26,954
+7,743
656
$3.08M 0.01%
65,430
+7,620
657
$3.06M 0.01%
77,788
-3,370
658
$3.05M 0.01%
49,389
+951
659
$3.04M 0.01%
283,268
+19,005
660
$3.03M 0.01%
+74,967
661
$3.03M 0.01%
22,550
-15,078
662
$3.02M 0.01%
165,761
-40,626
663
$3.02M 0.01%
65,700
+6,523
664
$3.01M 0.01%
72,774
+8,036
665
$3M 0.01%
59,045
+35,255
666
$3M 0.01%
+71,592
667
$3M 0.01%
77,328
+14,762
668
$2.99M 0.01%
60,344
+10,036
669
$2.98M 0.01%
+132,214
670
$2.97M 0.01%
+22,171
671
$2.97M 0.01%
262,058
+916
672
$2.97M 0.01%
16,467
+11,866
673
$2.95M 0.01%
2,149
+559
674
$2.95M 0.01%
135,874
-10,565
675
$2.92M 0.01%
28,932
+9,196
25 26
27
28 29