Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
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
1
$782M 3.04%
5,839,567
+2,694,352
2
$692M 2.69%
13,976,112
+6,459,444
3
$524M 2.04%
4,688,230
+2,984,883
4
$447M 1.74%
3,203,767
+1,898,333
5
$432M 1.68%
3,100,245
+1,682,863
6
$419M 1.63%
7,626,275
+7,618,781
7
$411M 1.6%
9,861,565
+2,838,143
8
$392M 1.52%
7,071,918
+6,571,888
9
$376M 1.46%
1,810,042
+1,402,990
10
$376M 1.46%
2,958,643
+55,305
11
$376M 1.46%
1,765,599
+794,189
12
$335M 1.3%
5,995,837
+749,487
13
$330M 1.28%
6,024,227
+2,413,277
14
$325M 1.26%
2,063,256
+26,902
15
$258M 1%
4,781,820
+2,777,040
16
$248M 0.97%
1,995,091
+392,901
17
$247M 0.96%
4,713,342
+2,810,188
18
$233M 0.91%
5,665,159
+3,661,507
19
$223M 0.87%
1,317,593
+768,091
20
$203M 0.79%
1,170,294
+97,075
21
$200M 0.78%
2,505,139
+2,478,696
22
$194M 0.75%
2,663,944
+832,875
23
$189M 0.74%
11,607,928
+7,825,092
24
$178M 0.69%
2,120,905
+166,429
25
$177M 0.69%
7,189,875
+4,715,640
1
2 3 4 5