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
1101
$708K ﹤0.01%
+13,962
1102
$707K ﹤0.01%
+26,519
1103
$706K ﹤0.01%
5,484
+1,631
1104
$704K ﹤0.01%
15,000
1105
$703K ﹤0.01%
+33,141
1106
$700K ﹤0.01%
26,175
+1,001
1107
$698K ﹤0.01%
+5,354
1108
$693K ﹤0.01%
13,738
+4,522
1109
$690K ﹤0.01%
34,480
+1,445
1110
$689K ﹤0.01%
24,543
+5,393
1111
$688K ﹤0.01%
+997
1112
$681K ﹤0.01%
46,450
+22,850
1113
$678K ﹤0.01%
+11,493
1114
$676K ﹤0.01%
5,375
+1,727
1115
$673K ﹤0.01%
+31,006
1116
$673K ﹤0.01%
9,065
+5,479
1117
$667K ﹤0.01%
+15,934
1118
$662K ﹤0.01%
26,130
-6,300
1119
$661K ﹤0.01%
4,868
+13
1120
$659K ﹤0.01%
5,401
+1
1121
$658K ﹤0.01%
4,689
+353
1122
$656K ﹤0.01%
+15,010
1123
$655K ﹤0.01%
15,315
+1,043
1124
$655K ﹤0.01%
6,146
+344
1125
$651K ﹤0.01%
+23,094
43 44
45
46 47