Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$399M
2
+$351M
3
+$342M
4
JPM icon
JPMorgan Chase
JPM
+$329M
5
AAPL icon
Apple
AAPL
+$315M

Top Sells

1
+$83.8M
2
+$52.8M
3
+$44.1M
4
TD icon
Toronto Dominion Bank
TD
+$29.7M
5
DD icon
DuPont de Nemours
DD
+$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
1076
$766K ﹤0.01%
14,615
+7,854
1077
$764K ﹤0.01%
9,951
1078
$764K ﹤0.01%
11,753
+529
1079
$762K ﹤0.01%
135,622
-1,500
1080
$759K ﹤0.01%
+13,199
1081
$758K ﹤0.01%
7,671
+5,004
1082
$750K ﹤0.01%
2,566
+21
1083
$747K ﹤0.01%
10,577
+4,799
1084
$741K ﹤0.01%
17,217
+1,990
1085
$740K ﹤0.01%
10,644
+701
1086
$738K ﹤0.01%
46,541
+2,381
1087
$738K ﹤0.01%
93,230
+79,523
1088
$732K ﹤0.01%
13,706
-3,673
1089
$731K ﹤0.01%
+18,485
1090
$727K ﹤0.01%
10,574
+2,466
1091
$721K ﹤0.01%
64,465
+7,466
1092
$720K ﹤0.01%
12,786
+9,001
1093
$716K ﹤0.01%
17,001
-200
1094
$715K ﹤0.01%
14,881
+228
1095
$715K ﹤0.01%
51,762
+7,415
1096
$714K ﹤0.01%
20,445
-5,986
1097
$712K ﹤0.01%
+13,882
1098
$712K ﹤0.01%
5,660
+1,516
1099
$710K ﹤0.01%
13,882
+219
1100
$709K ﹤0.01%
8,190
+345
42 43
44
45 46