Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$399M
2
+$351M
3
+$342M
4
JPM icon
JPMorgan Chase
JPM
+$329M
5
AAPL icon
Apple
AAPL
+$315M

Top Sells

1
+$83.8M
2
+$52.8M
3
+$44.1M
4
TD icon
Toronto Dominion Bank
TD
+$29.7M
5
DD icon
DuPont de Nemours
DD
+$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
1351
$281K ﹤0.01%
29,927
+10,367
1352
$280K ﹤0.01%
+21,074
1353
$279K ﹤0.01%
+4,215
1354
$276K ﹤0.01%
+2,575
1355
$276K ﹤0.01%
2,018
+202
1356
$276K ﹤0.01%
15,464
-86,700
1357
$276K ﹤0.01%
5,700
1358
$275K ﹤0.01%
+830
1359
$275K ﹤0.01%
+1,725
1360
$274K ﹤0.01%
3,285
-6,218
1361
$274K ﹤0.01%
+3,952
1362
$273K ﹤0.01%
3,942
+17
1363
$272K ﹤0.01%
42,461
-621
1364
$272K ﹤0.01%
+4,482
1365
$272K ﹤0.01%
7,574
-9,689
1366
$268K ﹤0.01%
+8,200
1367
$268K ﹤0.01%
4,796
+921
1368
$268K ﹤0.01%
+8,095
1369
$266K ﹤0.01%
+13,470
1370
$264K ﹤0.01%
+13,802
1371
$264K ﹤0.01%
+6,793
1372
$263K ﹤0.01%
17,618
+1,262
1373
$262K ﹤0.01%
42,018
-82,604
1374
$262K ﹤0.01%
3,287
+110
1375
$260K ﹤0.01%
+10,429
53 54
55
56 57