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
151
$43.4M 0.17%
613,567
+203,309
152
$42.9M 0.17%
314,787
+107,274
153
$42.8M 0.17%
641,956
+276,998
154
$42.7M 0.17%
816,717
+633,144
155
$42.2M 0.16%
154,113
+5,235
156
$42.1M 0.16%
131,127
-44,538
157
$41.9M 0.16%
804,938
+19,433
158
$41.8M 0.16%
1,238,684
+414,578
159
$41M 0.16%
219,654
+73,197
160
$40.6M 0.16%
247,465
-11,237
161
$40.5M 0.16%
339,300
+9,962
162
$40.5M 0.16%
+346,095
163
$40.4M 0.16%
954,536
+284,910
164
$40.2M 0.16%
176,548
+3,089
165
$40.1M 0.16%
+1,157,667
166
$39.9M 0.16%
852,341
+21,041
167
$39.6M 0.15%
318,652
+269,673
168
$39.3M 0.15%
437,760
+393,476
169
$39.2M 0.15%
1,362,820
+214,340
170
$39M 0.15%
340,314
+21,049
171
$38.3M 0.15%
475,511
-40,802
172
$38.2M 0.15%
221,590
+20,334
173
$38.2M 0.15%
286,487
+27,448
174
$38M 0.15%
288,438
+112,170
175
$37.7M 0.15%
528,238
+311,118
5 6
7
8 9