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
1226
$444K ﹤0.01%
4,744
+2,681
1227
$443K ﹤0.01%
+43,343
1228
$443K ﹤0.01%
17,403
+665
1229
$442K ﹤0.01%
+63,099
1230
$441K ﹤0.01%
8,733
+1,168
1231
$440K ﹤0.01%
3,202
+651
1232
$439K ﹤0.01%
+17,388
1233
$439K ﹤0.01%
+9,855
1234
$435K ﹤0.01%
7,440
+1,297
1235
$435K ﹤0.01%
+49,373
1236
$434K ﹤0.01%
+8,717
1237
$433K ﹤0.01%
5,756
+1,799
1238
$433K ﹤0.01%
23,889
+7,696
1239
$432K ﹤0.01%
+26,362
1240
$430K ﹤0.01%
9,302
-3,383
1241
$428K ﹤0.01%
+13,636
1242
$427K ﹤0.01%
+8,548
1243
$425K ﹤0.01%
19,632
-2,815
1244
$423K ﹤0.01%
+8,610
1245
$423K ﹤0.01%
43,111
+328
1246
$423K ﹤0.01%
3,566
-516
1247
$421K ﹤0.01%
10,506
-32,157
1248
$421K ﹤0.01%
+4,823
1249
$417K ﹤0.01%
4,620
+1,543
1250
$412K ﹤0.01%
13,175
+863
48 49
50
51 52