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
1001
$957K ﹤0.01%
18,660
+63
1002
$955K ﹤0.01%
39,976
+1,747
1003
$954K ﹤0.01%
+33,269
1004
$948K ﹤0.01%
22,153
+1,773
1005
$945K ﹤0.01%
12,671
-596
1006
$942K ﹤0.01%
39,764
-5,259
1007
$942K ﹤0.01%
24,565
+5,289
1008
$941K ﹤0.01%
+30,020
1009
$940K ﹤0.01%
155,633
+13,640
1010
$936K ﹤0.01%
11,830
+4,120
1011
$935K ﹤0.01%
+32,759
1012
$932K ﹤0.01%
18,494
-7,653
1013
$928K ﹤0.01%
+38,342
1014
$926K ﹤0.01%
28,375
+1,596
1015
$925K ﹤0.01%
20,021
+12,318
1016
$922K ﹤0.01%
25,662
+13,512
1017
$920K ﹤0.01%
23,098
-15
1018
$919K ﹤0.01%
16,908
-872
1019
$916K ﹤0.01%
45,925
+13,136
1020
$915K ﹤0.01%
18,750
+12,223
1021
$911K ﹤0.01%
34,849
+116
1022
$911K ﹤0.01%
11,148
-40
1023
$908K ﹤0.01%
29,573
-226
1024
$905K ﹤0.01%
69,105
+6,690
1025
$903K ﹤0.01%
4,309
+25
39 40
41
42 43