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
976
$1.03M ﹤0.01%
5,476
-228
977
$1.02M ﹤0.01%
20,746
-770
978
$1.02M ﹤0.01%
6,835
+537
979
$1.01M ﹤0.01%
+21,885
980
$1.01M ﹤0.01%
6,557
+248
981
$1.01M ﹤0.01%
+35,276
982
$1.01M ﹤0.01%
3,751
+307
983
$1M ﹤0.01%
22,518
-11,313
984
$996K ﹤0.01%
+11,606
985
$996K ﹤0.01%
+64,840
986
$992K ﹤0.01%
63,027
+3,590
987
$991K ﹤0.01%
40,627
+5,298
988
$991K ﹤0.01%
11,461
+1,092
989
$989K ﹤0.01%
46,526
+405
990
$988K ﹤0.01%
4,805
-187
991
$983K ﹤0.01%
38,485
+5
992
$983K ﹤0.01%
19,882
+8,289
993
$980K ﹤0.01%
18,160
-476
994
$975K ﹤0.01%
84,274
+53,577
995
$973K ﹤0.01%
5,723
-17,603
996
$970K ﹤0.01%
16,954
-1,016
997
$970K ﹤0.01%
69,325
+14,135
998
$963K ﹤0.01%
+24,998
999
$960K ﹤0.01%
30,974
-3,140
1000
$959K ﹤0.01%
37,863
+140
38 39
40
41 42