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
1551
– –
-26,252
1552
– –
-6,440
1553
– –
-10,315
1554
– –
-9,950
1555
– –
-7,387
1556
– –
-9,701
1557
– –
-216,550
1558
– –
-13,769
1559
– –
-6,837
1560
– –
-33,250
1561
– –
-20,989
1562
– –
-149,158
1563
– –
-1,193
1564
– –
-91,815
1565
– –
-10,150
1566
– –
-11,581
1567
– –
-48,845
1568
– –
-13,352
1569
– –
-7,892
1570
– –
-75,815
1571
– –
-12,402
1572
– –
-133,574
1573
– –
-22,432
1574
– –
-159,265
1575
– –
-64,692
60 61 62
63
64