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
376
$14.1M 0.04%
99,983
+62,441
377
$13.7M 0.04%
111,987
-195,525
378
$13.6M 0.04%
30,621
+17,844
379
$13.6M 0.04%
54,081
+5,732
380
$13.6M 0.04%
511,132
-46,493
381
$13.5M 0.04%
39,160
-2,295
382
$13.4M 0.04%
510,785
-122,953
383
$13.4M 0.04%
139,151
+54,703
384
$13.3M 0.04%
142,608
+476
385
$13.3M 0.04%
173,059
-23,885
386
$13.2M 0.04%
71,666
+52,938
387
$13.2M 0.03%
77,816
+6,385
388
$13.1M 0.03%
267,277
-1,777,126
389
$13M 0.03%
153,924
+445
390
$12.9M 0.03%
172,084
+8,857
391
$12.9M 0.03%
204,122
+30,576
392
$12.8M 0.03%
133,060
+2,275
393
$12.7M 0.03%
184,648
+3,499
394
$12.7M 0.03%
266,006
-6,277
395
$12.7M 0.03%
746,599
-661
396
$12.6M 0.03%
50,626
-192
397
$12.4M 0.03%
820,708
+7,189
398
$12.3M 0.03%
181,031
+116,932
399
$12.2M 0.03%
485,652
+30,538
400
$12.2M 0.03%
267,591
+57,478
14 15
16
17 18