Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$399M
2
+$351M
3
+$342M
4
JPM icon
JPMorgan Chase
JPM
+$329M
5
AAPL icon
Apple
AAPL
+$315M

Top Sells

1
+$83.8M
2
+$52.8M
3
+$44.1M
4
TD icon
Toronto Dominion Bank
TD
+$29.7M
5
DD icon
DuPont de Nemours
DD
+$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
876
$1.43M 0.01%
+30,321
877
$1.43M 0.01%
+100,486
878
$1.42M 0.01%
30,196
+45
879
$1.42M 0.01%
55,169
-23,814
880
$1.42M 0.01%
23,375
+365
881
$1.42M 0.01%
+152,345
882
$1.41M 0.01%
135,217
-16,159
883
$1.41M 0.01%
51,006
-379
884
$1.41M 0.01%
88,597
+3,117
885
$1.4M 0.01%
11,918
+2,626
886
$1.39M 0.01%
35,288
+3,437
887
$1.37M 0.01%
35,711
-630,337
888
$1.37M 0.01%
106,606
+33,150
889
$1.37M 0.01%
86,747
+29,608
890
$1.37M 0.01%
28,075
-6,463
891
$1.37M 0.01%
45,672
-9,810
892
$1.37M 0.01%
7,616
+1,152
893
$1.36M 0.01%
109,837
+33,838
894
$1.36M 0.01%
31,255
+1
895
$1.36M 0.01%
+10,593
896
$1.35M 0.01%
210,561
+11,761
897
$1.35M 0.01%
+14,902
898
$1.34M 0.01%
27,273
-68,225
899
$1.34M 0.01%
12,494
+9,932
900
$1.32M 0.01%
89,443
+17,568
34 35
36
37 38