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
176
$37.1M 0.14%
933,220
+140,762
177
$36.5M 0.14%
1,111,567
+14,746
178
$36.5M 0.14%
437,839
+93,521
179
$36.4M 0.14%
1,428,186
-325,574
180
$36.4M 0.14%
222,340
+15,516
181
$35.7M 0.14%
112
+25
182
$35.3M 0.14%
199,474
+5,785
183
$34.9M 0.14%
395,799
+68,104
184
$34.7M 0.14%
207,856
+87,111
185
$34.5M 0.13%
430,936
-67,925
186
$34.2M 0.13%
560,919
+425,887
187
$33.7M 0.13%
+683,387
188
$33.5M 0.13%
1,522,027
+38,941
189
$33.1M 0.13%
325,547
-246,980
190
$32.8M 0.13%
580,354
+286,391
191
$32.4M 0.13%
827,880
-175,428
192
$31.5M 0.12%
323,118
+67,721
193
$31.4M 0.12%
848,906
-27,991
194
$31.3M 0.12%
149,446
-1,120
195
$31.2M 0.12%
158,531
+73,152
196
$31.1M 0.12%
281,135
+73,153
197
$31.1M 0.12%
1,217,504
+791,705
198
$30.7M 0.12%
304,419
+52,335
199
$30.3M 0.12%
416,861
+95,550
200
$29.4M 0.11%
956,953
+36,955
6 7
8
9 10