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
1126
$649K ﹤0.01%
38,739
+3,733
1127
$636K ﹤0.01%
34,963
+1,208
1128
$635K ﹤0.01%
15,949
+1,368
1129
$633K ﹤0.01%
64,545
+16,150
1130
$632K ﹤0.01%
3,232
+877
1131
$631K ﹤0.01%
+10,169
1132
$631K ﹤0.01%
191,801
1133
$630K ﹤0.01%
30,000
1134
$627K ﹤0.01%
17,474
+7,673
1135
$624K ﹤0.01%
9,829
+1,185
1136
$621K ﹤0.01%
13,278
+5,097
1137
$620K ﹤0.01%
15,991
+479
1138
$616K ﹤0.01%
23,536
+2,907
1139
$615K ﹤0.01%
15,787
+907
1140
$611K ﹤0.01%
+24,078
1141
$607K ﹤0.01%
6,041
+1,259
1142
$603K ﹤0.01%
16,786
-16,102
1143
$595K ﹤0.01%
8,189
+626
1144
$594K ﹤0.01%
26,179
+4,361
1145
$587K ﹤0.01%
20,509
+12,500
1146
$586K ﹤0.01%
11,071
-4,652
1147
$583K ﹤0.01%
12,221
+797
1148
$582K ﹤0.01%
21,292
-222
1149
$573K ﹤0.01%
+19,013
1150
$566K ﹤0.01%
+34,555
44 45
46
47 48