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
926
$1.21M ﹤0.01%
+80,884
927
$1.21M ﹤0.01%
52,017
+1,037
928
$1.21M ﹤0.01%
114,939
+5,210
929
$1.21M ﹤0.01%
63,807
+6,513
930
$1.21M ﹤0.01%
24,616
+2,331
931
$1.19M ﹤0.01%
47,290
+33,230
932
$1.19M ﹤0.01%
52,368
+5,250
933
$1.18M ﹤0.01%
54,105
+13,115
934
$1.18M ﹤0.01%
19,092
+7,826
935
$1.18M ﹤0.01%
52,902
-233,397
936
$1.17M ﹤0.01%
37,678
+23,641
937
$1.17M ﹤0.01%
34,497
+10,331
938
$1.16M ﹤0.01%
29,399
+874
939
$1.16M ﹤0.01%
50,875
-16,685
940
$1.14M ﹤0.01%
90,067
+19,842
941
$1.14M ﹤0.01%
26,532
+4,672
942
$1.13M ﹤0.01%
34,418
+1,756
943
$1.13M ﹤0.01%
138,883
+12,199
944
$1.13M ﹤0.01%
10,340
+4,586
945
$1.12M ﹤0.01%
29,111
-1,834
946
$1.12M ﹤0.01%
+34,396
947
$1.12M ﹤0.01%
31,860
+2,344
948
$1.12M ﹤0.01%
52,231
+150
949
$1.11M ﹤0.01%
14,272
-43,696
950
$1.11M ﹤0.01%
27,682
+3,466
36 37
38
39 40