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
276
$22.5M 0.06%
640,880
-316,135
277
$22.3M 0.06%
103,560
-1,437
278
$22.3M 0.06%
237,095
+16,191
279
$22.1M 0.06%
62,922
+14,075
280
$22M 0.06%
312,717
-12,056
281
$21.8M 0.06%
97,801
+30,107
282
$21.8M 0.06%
152,807
-1,886
283
$21.6M 0.06%
69,401
+40,499
284
$21.4M 0.06%
184,861
+10,157
285
$21.1M 0.06%
145,652
+6,353
286
$21M 0.06%
151,478
-2,448
287
$20.9M 0.06%
108,578
-15,128
288
$20.8M 0.05%
486,519
-211,762
289
$20.7M 0.05%
46,367
+140
290
$20.7M 0.05%
149,982
-136,906
291
$20.7M 0.05%
685,982
+35,889
292
$20.6M 0.05%
48,135
-845
293
$20.6M 0.05%
358,910
+43,591
294
$20.5M 0.05%
115,188
+8,982
295
$20.4M 0.05%
123,478
-716
296
$20.3M 0.05%
319,265
+844
297
$19.9M 0.05%
203,704
+6,572
298
$19.9M 0.05%
238,576
+20,412
299
$19.7M 0.05%
183,369
-566
300
$19.6M 0.05%
279,477
+4,717
10 11
12
13 14