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
1326
$306K ﹤0.01%
+5,003
1327
$303K ﹤0.01%
11,947
-12,120
1328
$303K ﹤0.01%
+6,983
1329
$303K ﹤0.01%
+6,532
1330
$302K ﹤0.01%
21,860
+1,535
1331
$302K ﹤0.01%
+3,971
1332
$299K ﹤0.01%
+18,000
1333
$299K ﹤0.01%
3,309
-250
1334
$298K ﹤0.01%
5,103
+26
1335
$298K ﹤0.01%
6,301
1336
$295K ﹤0.01%
14,682
+483
1337
$294K ﹤0.01%
+19,203
1338
$294K ﹤0.01%
+19,729
1339
$294K ﹤0.01%
+4,455
1340
$294K ﹤0.01%
13,922
+1
1341
$292K ﹤0.01%
24,567
+977
1342
$291K ﹤0.01%
+8,342
1343
$291K ﹤0.01%
2,417
+130
1344
$290K ﹤0.01%
+12,785
1345
$289K ﹤0.01%
+2,338
1346
$286K ﹤0.01%
24,305
+127
1347
$285K ﹤0.01%
4,884
-527,815
1348
$284K ﹤0.01%
+18,880
1349
$282K ﹤0.01%
+14,186
1350
$281K ﹤0.01%
29,927
+10,367
52 53
54
55 56