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
201
$29.4M 0.11%
260,386
+7,818
202
$28.9M 0.11%
889,372
+30,376
203
$28.9M 0.11%
79,404
+13,283
204
$28.8M 0.11%
200,423
+90,480
205
$28.8M 0.11%
250,611
+106,746
206
$28.6M 0.11%
168,979
-85,962
207
$28.3M 0.11%
716,772
+120,795
208
$28M 0.11%
242,594
+13,552
209
$27.9M 0.11%
733,335
+19,588
210
$27.8M 0.11%
540,399
+145,370
211
$27.3M 0.11%
454,340
+76,223
212
$27.3M 0.11%
445,171
+195,949
213
$27.2M 0.11%
759,382
+686,461
214
$27.1M 0.11%
2,658,294
-53,348
215
$27M 0.1%
91,600
+38,494
216
$26.8M 0.1%
226,941
+32,001
217
$26.7M 0.1%
216,315
+9,819
218
$26.6M 0.1%
266,948
+23,713
219
$26.1M 0.1%
336,708
+27,546
220
$26M 0.1%
588,341
-88,617
221
$25.3M 0.1%
513,946
+80,643
222
$25.2M 0.1%
309,660
+9,829
223
$25.2M 0.1%
563,216
+215,292
224
$24.4M 0.1%
+965,572
225
$24.4M 0.09%
83,129
+7,837
7 8
9
10 11