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
1151
$564K ﹤0.01%
10,310
-1,378
1152
$562K ﹤0.01%
18,822
-136,275
1153
$561K ﹤0.01%
+7,018
1154
$561K ﹤0.01%
27,776
+850
1155
$558K ﹤0.01%
3,338
+711
1156
$557K ﹤0.01%
+14,181
1157
$557K ﹤0.01%
4,397
+361
1158
$556K ﹤0.01%
+47,200
1159
$555K ﹤0.01%
5,739
+2,371
1160
$554K ﹤0.01%
+18,913
1161
$552K ﹤0.01%
31,081
+12,073
1162
$552K ﹤0.01%
+12,953
1163
$551K ﹤0.01%
+20,353
1164
$550K ﹤0.01%
+12,997
1165
$548K ﹤0.01%
5,997
-5,142
1166
$548K ﹤0.01%
18,938
+8,958
1167
$546K ﹤0.01%
+13,996
1168
$544K ﹤0.01%
16,696
+9,285
1169
$543K ﹤0.01%
77,077
-209
1170
$543K ﹤0.01%
20,920
+2,440
1171
$541K ﹤0.01%
3,921
+15
1172
$541K ﹤0.01%
31,616
-1,652
1173
$540K ﹤0.01%
20,352
+1,201
1174
$536K ﹤0.01%
20,536
+950
1175
$535K ﹤0.01%
+20,803
45 46
47
48 49