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
1051
$828K ﹤0.01%
10,602
-21,224
1052
$827K ﹤0.01%
20,540
-835
1053
$825K ﹤0.01%
25,309
-1
1054
$825K ﹤0.01%
+5,763
1055
$823K ﹤0.01%
+17,675
1056
$817K ﹤0.01%
+22,947
1057
$813K ﹤0.01%
24,426
+2,991
1058
$812K ﹤0.01%
+25,573
1059
$811K ﹤0.01%
6,397
+615
1060
$809K ﹤0.01%
11,077
+6,372
1061
$806K ﹤0.01%
13,807
+1,887
1062
$801K ﹤0.01%
17,543
+221
1063
$800K ﹤0.01%
12,244
-4,780
1064
$798K ﹤0.01%
13,655
+1,867
1065
$790K ﹤0.01%
5,123
+1,627
1066
$787K ﹤0.01%
38,576
+2,797
1067
$785K ﹤0.01%
61,377
+2,440
1068
$783K ﹤0.01%
6,970
+1,870
1069
$779K ﹤0.01%
93,168
+4,314
1070
$776K ﹤0.01%
26,275
+326
1071
$775K ﹤0.01%
31,090
+1,169
1072
$773K ﹤0.01%
+8,172
1073
$773K ﹤0.01%
42,056
+1,799
1074
$771K ﹤0.01%
19,866
+7,081
1075
$767K ﹤0.01%
20,692
-92
41 42
43
44 45