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
726
$2.52M 0.01%
32,609
+3,365
727
$2.52M 0.01%
68,436
-1,295
728
$2.5M 0.01%
44,607
-4,176
729
$2.5M 0.01%
92,352
+10,518
730
$2.49M 0.01%
+132,502
731
$2.48M 0.01%
237,553
+3,249
732
$2.47M 0.01%
+64,385
733
$2.46M 0.01%
15,237
+9,677
734
$2.43M 0.01%
48,477
-78,766
735
$2.42M 0.01%
273,139
-3,281
736
$2.42M 0.01%
2,218
+285
737
$2.41M 0.01%
12,725
-21,092
738
$2.4M 0.01%
204,440
+23,121
739
$2.4M 0.01%
25,904
+4,134
740
$2.38M 0.01%
+22,748
741
$2.36M 0.01%
15,807
+3,498
742
$2.35M 0.01%
196,123
+36,387
743
$2.33M 0.01%
131,135
+18,542
744
$2.32M 0.01%
45,106
+1,582
745
$2.32M 0.01%
31,877
-961
746
$2.32M 0.01%
33,575
+2,145
747
$2.31M 0.01%
21,918
+1,219
748
$2.3M 0.01%
39,662
+4,559
749
$2.29M 0.01%
46,012
+2,294
750
$2.28M 0.01%
76,222
+18,607
28 29
30
31 32