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

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
1276
$371K ﹤0.01%
8,880
-13,692
1277
$370K ﹤0.01%
14,549
+1,520
1278
$369K ﹤0.01%
1,176
+208
1279
$369K ﹤0.01%
21,440
+11,233
1280
$368K ﹤0.01%
27,435
+2,676
1281
$367K ﹤0.01%
+28,924
1282
$366K ﹤0.01%
8,083
+126
1283
$364K ﹤0.01%
19,740
+1,096
1284
$364K ﹤0.01%
+2,928
1285
$363K ﹤0.01%
51,692
+3,199
1286
$362K ﹤0.01%
+5,654
1287
$361K ﹤0.01%
+9,592
1288
$358K ﹤0.01%
3,711
+1,089
1289
$356K ﹤0.01%
7,316
+716
1290
$355K ﹤0.01%
+12,308
1291
$355K ﹤0.01%
5,685
1292
$354K ﹤0.01%
8,000
1293
$353K ﹤0.01%
17,869
+2,012
1294
$352K ﹤0.01%
3,844
+758
1295
$349K ﹤0.01%
8,087
+2,155
1296
$349K ﹤0.01%
30,481
+1,829
1297
$348K ﹤0.01%
+6,877
1298
$348K ﹤0.01%
5,601
-1,315
1299
$346K ﹤0.01%
11,665
-3,300
1300
$346K ﹤0.01%
+3,442