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
251
$25.7M 0.07%
818,764
+40,194
252
$25.7M 0.07%
294,061
+7,280
253
$25.6M 0.07%
551,718
+543,940
254
$25.6M 0.07%
262,090
-8,986
255
$25.5M 0.07%
225,697
-205,204
256
$25.1M 0.07%
1,575,286
-40,516
257
$25.1M 0.07%
344,501
+5,919
258
$24.9M 0.07%
298,066
-266,292
259
$24.9M 0.07%
310,902
+263,259
260
$24.7M 0.07%
425,417
+186,712
261
$24.6M 0.07%
319,818
+7,974
262
$24.6M 0.06%
294,261
-31,917
263
$24.1M 0.06%
173,669
+28,300
264
$23.9M 0.06%
33,311
+1,885
265
$23.9M 0.06%
365,645
-63,417
266
$23.9M 0.06%
787,846
-136,043
267
$23.8M 0.06%
187,676
-2,250
268
$23.4M 0.06%
96,459
+5,041
269
$23.4M 0.06%
1,296,435
-1,211
270
$23.2M 0.06%
243,172
-37,640
271
$23.1M 0.06%
510,085
+14,197
272
$22.9M 0.06%
292,688
+9,949
273
$22.7M 0.06%
130,458
-20,396
274
$22.7M 0.06%
243,664
+1,057
275
$22.5M 0.06%
114,891
-1,780
9 10
11
12 13