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
$37.9B
AUM Growth
-$2.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$57.1M
3
+$54.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$51.3M
5
GTM
ZoomInfo Technologies
GTM
+$41.4M

Top Sells

1
+$401M
2
+$370M
3
+$214M
4
HD icon
Home Depot
HD
+$180M
5
JPM icon
JPMorgan Chase
JPM
+$178M

Sector Composition

1 Technology 19%
2 Industrials 11.26%
3 Financials 11.25%
4 Healthcare 10.02%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31M 0.08%
149,661
-1,214
227
$30.8M 0.08%
326,573
+3,355
228
$30.8M 0.08%
731,730
+20,572
229
$30.6M 0.08%
134,789
-2,208
230
$30.5M 0.08%
321,180
-13,544
231
$30M 0.08%
824,941
-1,152,022
232
$29.8M 0.08%
539,473
+183,032
233
$29.8M 0.08%
177,537
+12,241
234
$29.7M 0.08%
287,081
-42,378
235
$29.5M 0.08%
64,313
-29,576
236
$29.3M 0.08%
563,119
-6,052
237
$29.3M 0.08%
238,757
+26,550
238
$29.2M 0.08%
454,940
-25,440
239
$28.5M 0.08%
107,917
-20,540
240
$27.8M 0.07%
580,051
-31,132
241
$27.7M 0.07%
520,978
-165,495
242
$27.6M 0.07%
876,413
+46,150
243
$27.5M 0.07%
1,316,568
+153,911
244
$27.4M 0.07%
1,085,746
+122,564
245
$27.4M 0.07%
57,132
-2,646
246
$26.5M 0.07%
363,942
-6,210
247
$26.5M 0.07%
326,723
-18,521
248
$26.5M 0.07%
185,302
+1,721
249
$26.3M 0.07%
106,043
-38,914
250
$25.9M 0.07%
191,719
+35,626
8 9
10
11 12