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
1301
$346K ﹤0.01%
+19,659
1302
$344K ﹤0.01%
+7,890
1303
$342K ﹤0.01%
+5,744
1304
$341K ﹤0.01%
400
-100
1305
$341K ﹤0.01%
+22,654
1306
$340K ﹤0.01%
6,598
-2,434
1307
$340K ﹤0.01%
3,879
-7,523
1308
$339K ﹤0.01%
25,607
+1,058
1309
$339K ﹤0.01%
1,905
-280
1310
$338K ﹤0.01%
+6,506
1311
$331K ﹤0.01%
+6,593
1312
$331K ﹤0.01%
+2,584
1313
$330K ﹤0.01%
4,591
+120
1314
$328K ﹤0.01%
+3,147
1315
$326K ﹤0.01%
21,154
+4,458
1316
$323K ﹤0.01%
6,897
+40
1317
$323K ﹤0.01%
5,979
+858
1318
$323K ﹤0.01%
+6,470
1319
$317K ﹤0.01%
5,682
-92
1320
$316K ﹤0.01%
4,795
1321
$316K ﹤0.01%
6,707
-517
1322
$314K ﹤0.01%
+9,165
1323
$307K ﹤0.01%
+7,613
1324
$307K ﹤0.01%
2,895
-1,295
1325
$307K ﹤0.01%
47,250
51 52
53
54 55