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
351
$15.7M 0.04%
90,130
-692
352
$15.4M 0.04%
34,766
-962
353
$15.4M 0.04%
306,486
+12,162
354
$15.4M 0.04%
33,689
+2,519
355
$15.4M 0.04%
361,456
+95,258
356
$15.2M 0.04%
590,973
+156,774
357
$15.1M 0.04%
67,336
-1,904
358
$15.1M 0.04%
101,580
+1,133
359
$14.8M 0.04%
341,711
-3,056
360
$14.7M 0.04%
141,319
+10,976
361
$14.7M 0.04%
51,463
-1,457
362
$14.6M 0.04%
136,604
-120,444
363
$14.6M 0.04%
310,200
+134,679
364
$14.5M 0.04%
336,526
+9,926
365
$14.5M 0.04%
207,561
+16
366
$14.4M 0.04%
228,854
+66,215
367
$14.4M 0.04%
184,341
-6,150
368
$14.4M 0.04%
287,550
-1,286
369
$14.3M 0.04%
420,694
-27,427
370
$14.3M 0.04%
122,903
-6,264
371
$14.3M 0.04%
5,278
+981
372
$14.2M 0.04%
213,365
+1,183
373
$14.2M 0.04%
72,164
-724
374
$14.2M 0.04%
77,161
-485
375
$14.1M 0.04%
106,404
-33,669
13 14
15
16 17