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
76
$74.2M 0.29%
481,877
+9,514
77
$73.8M 0.29%
844,021
+467,163
78
$73.6M 0.29%
156,826
+21,174
79
$73.3M 0.29%
814,439
+759,691
80
$72.5M 0.28%
393,311
+72,999
81
$72.3M 0.28%
700,519
+121,912
82
$72.2M 0.28%
1,216,412
+32,596
83
$71.4M 0.28%
884,491
-4,135
84
$70.3M 0.27%
631,127
+145,095
85
$69.2M 0.27%
1,466,804
+60,543
86
$68.7M 0.27%
58,661
+989
87
$67.2M 0.26%
208,042
+11,752
88
$66.4M 0.26%
307,398
+33,245
89
$66.1M 0.26%
421,829
+155,376
90
$66M 0.26%
802,195
+105,477
91
$65.8M 0.26%
484,600
+83,973
92
$65.4M 0.25%
1,031,566
+25,276
93
$64.9M 0.25%
377,278
+10,506
94
$64.6M 0.25%
745,663
-17,529
95
$64.1M 0.25%
782,857
+167,604
96
$62.4M 0.24%
366,478
+11,308
97
$62.1M 0.24%
+547,277
98
$62.1M 0.24%
587,872
+21,712
99
$61.6M 0.24%
731,472
+24,608
100
$61.1M 0.24%
560,726
+15,884
2 3
4
5 6