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
1201
$492K ﹤0.01%
9,272
-86
1202
$492K ﹤0.01%
29,133
-2,122
1203
$486K ﹤0.01%
+57,230
1204
$484K ﹤0.01%
1,225
+373
1205
$482K ﹤0.01%
3,602
+146
1206
$482K ﹤0.01%
9,572
+999
1207
$479K ﹤0.01%
16,692
+1,338
1208
$477K ﹤0.01%
7,138
-670
1209
$472K ﹤0.01%
19,243
-224
1210
$472K ﹤0.01%
35,331
-596
1211
$470K ﹤0.01%
+3,837
1212
$465K ﹤0.01%
20,064
-169
1213
$465K ﹤0.01%
35,398
+109
1214
$463K ﹤0.01%
12,575
+919
1215
$463K ﹤0.01%
11,929
+2,209
1216
$462K ﹤0.01%
18,067
+1,023
1217
$459K ﹤0.01%
10,988
+1,140
1218
$458K ﹤0.01%
+30,464
1219
$456K ﹤0.01%
+7,158
1220
$456K ﹤0.01%
5,974
+744
1221
$451K ﹤0.01%
43,945
+7,210
1222
$450K ﹤0.01%
+18,855
1223
$445K ﹤0.01%
+4,452
1224
$445K ﹤0.01%
4,219
+218
1225
$445K ﹤0.01%
9,954
+4,496
47 48
49
50 51