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
1476
$178K ﹤0.01%
28,205
+10,203
1477
$177K ﹤0.01%
10,589
-9,192
1478
$177K ﹤0.01%
+12,578
1479
$176K ﹤0.01%
44,226
+4,458
1480
$175K ﹤0.01%
12,050
1481
$173K ﹤0.01%
80,000
1482
$173K ﹤0.01%
+12,100
1483
$165K ﹤0.01%
15,557
+4,489
1484
$165K ﹤0.01%
11,434
+6
1485
$164K ﹤0.01%
3,400
+1,098
1486
$163K ﹤0.01%
+11,239
1487
$155K ﹤0.01%
+22,441
1488
$149K ﹤0.01%
10,411
-500
1489
$149K ﹤0.01%
+11,201
1490
$147K ﹤0.01%
14,890
1491
$146K ﹤0.01%
11,838
-1,456
1492
$143K ﹤0.01%
11,175
-3,500
1493
$134K ﹤0.01%
+10,652
1494
$132K ﹤0.01%
15,226
-32,200
1495
$131K ﹤0.01%
+28,500
1496
$128K ﹤0.01%
11,645
1497
$124K ﹤0.01%
5,218
1498
$124K ﹤0.01%
20,000
1499
$114K ﹤0.01%
+28,379
1500
$112K ﹤0.01%
10,700
58 59
60
61 62