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
751
$2.27M 0.01%
79,875
-20
752
$2.27M 0.01%
102,204
-2,416
753
$2.27M 0.01%
+78,251
754
$2.25M 0.01%
29,878
+382
755
$2.25M 0.01%
40,293
+1,372
756
$2.24M 0.01%
15,926
+180
757
$2.23M 0.01%
67,350
-11,964
758
$2.22M 0.01%
58,916
+2,520
759
$2.22M 0.01%
69,894
+3,422
760
$2.21M 0.01%
104,341
+700
761
$2.2M 0.01%
31,427
-36,057
762
$2.15M 0.01%
25,992
-722
763
$2.14M 0.01%
22,408
+98
764
$2.13M 0.01%
74,854
+23,235
765
$2.13M 0.01%
175,361
-3,090
766
$2.09M 0.01%
16,159
+827
767
$2.09M 0.01%
142,974
+9,972
768
$2.07M 0.01%
22,807
-3,116
769
$2.07M 0.01%
31,830
-31,226
770
$2.07M 0.01%
+57,231
771
$2.06M 0.01%
+128,734
772
$2.06M 0.01%
+51,318
773
$2.06M 0.01%
42,870
+27,368
774
$2.05M 0.01%
35,372
+24,859
775
$2.04M 0.01%
96,449
+1,630
29 30
31
32 33