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
101
$61.1M 0.24%
250,280
+29,077
102
$61.1M 0.24%
1,657,884
+468,111
103
$59.5M 0.23%
301,611
+19,997
104
$59.4M 0.23%
307,882
+60,516
105
$59.3M 0.23%
1,164,515
+630,150
106
$58.6M 0.23%
364,053
+46,905
107
$58.5M 0.23%
334,975
+75,627
108
$58.1M 0.23%
692,117
+122,422
109
$58.1M 0.23%
30,976
+1,535
110
$57.7M 0.22%
1,278,609
+33,261
111
$57.6M 0.22%
3,550,944
+1,477,952
112
$57.4M 0.22%
819,404
+117,199
113
$57.1M 0.22%
1,968,080
+370,320
114
$57.1M 0.22%
1,001,659
-53,760
115
$56.6M 0.22%
370,503
+95,343
116
$56.4M 0.22%
1,181,355
+2,346
117
$56.2M 0.22%
251,758
+8,594
118
$55.2M 0.21%
785,229
+227,561
119
$55M 0.21%
933,913
+417,307
120
$54.8M 0.21%
633,206
+26,149
121
$54.6M 0.21%
1,088,527
+33,057
122
$54.4M 0.21%
1,260,177
-19,457
123
$53.8M 0.21%
876,521
+30,334
124
$53.7M 0.21%
353,952
+53,499
125
$53.7M 0.21%
205,974
+115,170
3 4
5
6 7