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
901
$1.31M 0.01%
234,019
+12,691
902
$1.31M 0.01%
+97,506
903
$1.31M 0.01%
+29,504
904
$1.31M 0.01%
12,554
+411
905
$1.31M 0.01%
61,542
+1,451
906
$1.3M 0.01%
44,526
+12,106
907
$1.3M 0.01%
10,280
+6,198
908
$1.3M 0.01%
7,419
+123
909
$1.28M 0.01%
25,727
-248
910
$1.28M 0.01%
10,103
-143
911
$1.28M 0.01%
29,276
+8,396
912
$1.27M 0.01%
60,244
+3,340
913
$1.27M 0.01%
153,748
+11,986
914
$1.27M 0.01%
48,062
+13,704
915
$1.27M ﹤0.01%
181,385
-4,538
916
$1.26M ﹤0.01%
11,565
+2,020
917
$1.26M ﹤0.01%
85,986
-128
918
$1.26M ﹤0.01%
165,034
-7,444
919
$1.25M ﹤0.01%
85,378
+3,626
920
$1.25M ﹤0.01%
28,422
+762
921
$1.24M ﹤0.01%
16,497
-270
922
$1.24M ﹤0.01%
13,589
-8,403
923
$1.24M ﹤0.01%
43,321
-16,020
924
$1.24M ﹤0.01%
78,660
+8,100
925
$1.22M ﹤0.01%
30,951
+2,982
35 36
37
38 39