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
51
$107M 0.41%
633,825
+14,160
52
$106M 0.41%
1,225,052
+1,210,342
53
$102M 0.39%
794,957
+27,722
54
$98.7M 0.38%
1,822,760
+260,140
55
$98.7M 0.38%
730,043
+36,052
56
$98.5M 0.38%
1,604,533
+213,651
57
$98.2M 0.38%
586,695
+563,086
58
$93.3M 0.36%
1,229,910
+1,206,837
59
$92M 0.36%
628,349
-94,798
60
$90.1M 0.35%
621,885
+210,759
61
$89.1M 0.35%
593,935
+27,903
62
$86.2M 0.34%
1,311,908
+400,850
63
$85.6M 0.33%
494,598
+13,911
64
$85.4M 0.33%
2,198,355
+358,805
65
$84.3M 0.33%
441,295
+24,724
66
$83.7M 0.33%
403,091
+127,832
67
$81.7M 0.32%
510,074
+13,623
68
$81.4M 0.32%
502,175
-81,791
69
$81M 0.31%
967,903
+18,906
70
$78.2M 0.3%
704,727
+18,654
71
$78.1M 0.3%
283,512
+4,819
72
$77.9M 0.3%
1,795,978
-37,190
73
$75.8M 0.29%
458,731
+96,828
74
$75.7M 0.29%
864,493
+21,865
75
$75.2M 0.29%
584,133
+57,457
1 2
3
4 5