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
1426
$231K ﹤0.01%
6,585
1427
$231K ﹤0.01%
3,935
1428
$230K ﹤0.01%
+1,997
1429
$230K ﹤0.01%
+4,057
1430
$229K ﹤0.01%
+9,906
1431
$228K ﹤0.01%
+5,342
1432
$226K ﹤0.01%
10,087
1433
$226K ﹤0.01%
+3,635
1434
$226K ﹤0.01%
+5,254
1435
$225K ﹤0.01%
6,673
+26
1436
$224K ﹤0.01%
3,771
-6,346
1437
$224K ﹤0.01%
7,417
+12
1438
$222K ﹤0.01%
+5,578
1439
$222K ﹤0.01%
1,725
1440
$221K ﹤0.01%
+8,698
1441
$221K ﹤0.01%
+19,010
1442
$219K ﹤0.01%
+4,795
1443
$219K ﹤0.01%
+1,514
1444
$219K ﹤0.01%
2,273
1445
$218K ﹤0.01%
7,287
1446
$217K ﹤0.01%
+4,644
1447
$217K ﹤0.01%
+9,100
1448
$216K ﹤0.01%
+6,275
1449
$216K ﹤0.01%
+2,236
1450
$215K ﹤0.01%
18,597
+2,502
56 57
58
59 60