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
1176
$532K ﹤0.01%
12,415
+3,986
1177
$525K ﹤0.01%
8,347
+1,176
1178
$525K ﹤0.01%
34,269
+11,483
1179
$525K ﹤0.01%
17,455
+523
1180
$524K ﹤0.01%
+10,295
1181
$523K ﹤0.01%
10,977
-2,455
1182
$522K ﹤0.01%
7,402
+2,430
1183
$520K ﹤0.01%
36,772
+600
1184
$520K ﹤0.01%
18,469
-737
1185
$519K ﹤0.01%
10,004
-301
1186
$518K ﹤0.01%
471
+249
1187
$516K ﹤0.01%
24,794
+6,349
1188
$513K ﹤0.01%
+18,322
1189
$512K ﹤0.01%
51,873
+27,680
1190
$510K ﹤0.01%
+30,760
1191
$509K ﹤0.01%
+10,427
1192
$508K ﹤0.01%
22,063
+580
1193
$505K ﹤0.01%
15,049
+8,673
1194
$503K ﹤0.01%
2,955
+1,217
1195
$501K ﹤0.01%
+9,157
1196
$500K ﹤0.01%
3,879
+1,181
1197
$498K ﹤0.01%
+6,531
1198
$495K ﹤0.01%
21,703
-415
1199
$495K ﹤0.01%
+4,991
1200
$492K ﹤0.01%
+7,458
46 47
48
49 50