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
1026
$902K ﹤0.01%
+99,200
1027
$900K ﹤0.01%
35,655
+1,144
1028
$899K ﹤0.01%
27,632
+1,630
1029
$899K ﹤0.01%
3,999
-3,057
1030
$892K ﹤0.01%
8,903
+678
1031
$887K ﹤0.01%
+15,825
1032
$885K ﹤0.01%
18,325
-349
1033
$883K ﹤0.01%
46,292
+261
1034
$881K ﹤0.01%
+16,149
1035
$880K ﹤0.01%
43,681
+1,107
1036
$871K ﹤0.01%
6,386
+126
1037
$869K ﹤0.01%
49,173
+2,830
1038
$867K ﹤0.01%
44,030
-4,088
1039
$867K ﹤0.01%
+22,715
1040
$867K ﹤0.01%
34,891
+5,174
1041
$866K ﹤0.01%
11,432
-2,081
1042
$863K ﹤0.01%
+24,452
1043
$863K ﹤0.01%
61,951
-16,020
1044
$859K ﹤0.01%
+24,748
1045
$858K ﹤0.01%
+6,919
1046
$851K ﹤0.01%
+3,699
1047
$850K ﹤0.01%
+67,106
1048
$848K ﹤0.01%
34,686
+2,486
1049
$842K ﹤0.01%
+8,380
1050
$836K ﹤0.01%
12,732
+280
40 41
42
43 44