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
1376
$259K ﹤0.01%
3,413
+362
1377
$258K ﹤0.01%
4,070
-75
1378
$257K ﹤0.01%
13,428
-31,860
1379
$257K ﹤0.01%
18,809
-501
1380
$256K ﹤0.01%
+4,935
1381
$256K ﹤0.01%
+6,596
1382
$255K ﹤0.01%
6,807
+553
1383
$254K ﹤0.01%
+13,326
1384
$254K ﹤0.01%
+4,255
1385
$252K ﹤0.01%
+2,189
1386
$250K ﹤0.01%
13,229
1387
$249K ﹤0.01%
+5,174
1388
$249K ﹤0.01%
+11,486
1389
$249K ﹤0.01%
+16,518
1390
$248K ﹤0.01%
4,520
1391
$248K ﹤0.01%
10,001
1392
$248K ﹤0.01%
+5,451
1393
$247K ﹤0.01%
3,546
+248
1394
$247K ﹤0.01%
+10,611
1395
$247K ﹤0.01%
22,113
+47
1396
$246K ﹤0.01%
8,451
-754
1397
$245K ﹤0.01%
+4,873
1398
$244K ﹤0.01%
+19,598
1399
$244K ﹤0.01%
+1,514
1400
$244K ﹤0.01%
+3,358
54 55
56
57 58