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
1401
$244K ﹤0.01%
+1,600
1402
$244K ﹤0.01%
+3,358
1403
$244K ﹤0.01%
9,468
+20
1404
$243K ﹤0.01%
+13,724
1405
$243K ﹤0.01%
+9,680
1406
$242K ﹤0.01%
+6,235
1407
$242K ﹤0.01%
8,978
+879
1408
$241K ﹤0.01%
+8,000
1409
$240K ﹤0.01%
+9,950
1410
$239K ﹤0.01%
10,750
+2,137
1411
$239K ﹤0.01%
+1,801
1412
$238K ﹤0.01%
+4,712
1413
$238K ﹤0.01%
20,659
-851
1414
$236K ﹤0.01%
6,693
-2,748
1415
$236K ﹤0.01%
+10,753
1416
$236K ﹤0.01%
+2,301
1417
$235K ﹤0.01%
+5,074
1418
$235K ﹤0.01%
+3,977
1419
$235K ﹤0.01%
+1,415
1420
$233K ﹤0.01%
20,082
-42,400
1421
$233K ﹤0.01%
4,107
-31
1422
$233K ﹤0.01%
2,500
1423
$233K ﹤0.01%
+3,450
1424
$232K ﹤0.01%
9,856
-3,696
1425
$232K ﹤0.01%
13,991
+720
55 56
57
58 59