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
301
$19.6M 0.05%
190,196
+122,512
302
$19.5M 0.05%
59,258
+5,252
303
$19.5M 0.05%
51,108
-88,489
304
$19.4M 0.05%
111,758
-20,339
305
$19.3M 0.05%
175,955
+3,472
306
$19.3M 0.05%
199,930
-1,998
307
$19.3M 0.05%
133,805
-58,409
308
$19.2M 0.05%
169,729
-19,175
309
$19.2M 0.05%
327,307
-5,540
310
$19.2M 0.05%
217,268
-122,009
311
$19M 0.05%
211,198
+5,326
312
$18.9M 0.05%
478,917
-77,107
313
$18.7M 0.05%
767,895
+119,482
314
$18.6M 0.05%
319,837
+126,567
315
$18.6M 0.05%
89,716
+74,818
316
$18.5M 0.05%
164,283
+124,816
317
$18.5M 0.05%
596,938
-7,632
318
$18.2M 0.05%
129,609
+630
319
$18.2M 0.05%
162,654
-44,009
320
$18.2M 0.05%
108,562
-427,536
321
$17.9M 0.05%
94,939
-174,516
322
$17.7M 0.05%
402,630
+65,490
323
$17.6M 0.05%
77,892
-2,293
324
$17.6M 0.05%
46,512
-24,874
325
$17.5M 0.05%
519,108
-32,030
11 12
13
14 15