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
126
$52.4M 0.2%
1,023,588
+353,192
127
$52.2M 0.2%
517,848
-1,568
128
$52.1M 0.2%
844,509
+638,617
129
$52M 0.2%
482,506
+43,090
130
$50.8M 0.2%
447,232
+138,249
131
$50.7M 0.2%
564,957
+11,228
132
$50.7M 0.2%
1,925,208
+206,598
133
$49.6M 0.19%
734,505
-36,286
134
$49.1M 0.19%
963,497
+342,045
135
$49M 0.19%
667,150
+626,506
136
$48.8M 0.19%
372,536
-1,937
137
$48.7M 0.19%
297,868
-1,814
138
$48.4M 0.19%
295,381
+16,315
139
$48.1M 0.19%
1,059,780
+367,528
140
$48M 0.19%
294,883
+2,175
141
$47.5M 0.18%
231,255
+46,603
142
$47.4M 0.18%
742,401
-84,171
143
$46.7M 0.18%
309,904
+94,662
144
$45.3M 0.18%
245,162
+72,531
145
$44.6M 0.17%
165,603
+55,289
146
$44.5M 0.17%
312,322
+8,643
147
$44.5M 0.17%
584,831
-124,448
148
$44.3M 0.17%
216,695
+8,425
149
$44.2M 0.17%
506,977
+14,023
150
$43.5M 0.17%
316,534
+144,983
4 5
6
7 8