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
951
$1.1M ﹤0.01%
13,794
+294
952
$1.1M ﹤0.01%
138,526
+15,098
953
$1.1M ﹤0.01%
31,575
-18,750
954
$1.1M ﹤0.01%
2,267
-34
955
$1.09M ﹤0.01%
7,358
-1,198
956
$1.09M ﹤0.01%
133,415
+19,599
957
$1.09M ﹤0.01%
+29,704
958
$1.08M ﹤0.01%
+68,013
959
$1.08M ﹤0.01%
+49,180
960
$1.07M ﹤0.01%
68,394
+31,274
961
$1.06M ﹤0.01%
77,198
+3,820
962
$1.06M ﹤0.01%
22,486
-21,587
963
$1.05M ﹤0.01%
62,557
+4,390
964
$1.05M ﹤0.01%
21,034
+15,419
965
$1.05M ﹤0.01%
9,976
+243
966
$1.05M ﹤0.01%
15,128
-351
967
$1.04M ﹤0.01%
16,159
-3,597
968
$1.04M ﹤0.01%
7,197
+619
969
$1.04M ﹤0.01%
+138,899
970
$1.04M ﹤0.01%
19,335
-9,304
971
$1.04M ﹤0.01%
19,650
-440
972
$1.04M ﹤0.01%
+17,936
973
$1.03M ﹤0.01%
32,786
+285
974
$1.03M ﹤0.01%
33,737
+1,738
975
$1.03M ﹤0.01%
19,319
+6,976
37 38
39
40 41