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
401
$12.1M 0.03%
163,331
-58,016
402
$12.1M 0.03%
148,408
+10,996
403
$11.9M 0.03%
104,821
+73,345
404
$11.8M 0.03%
468,442
-17,357
405
$11.6M 0.03%
230,412
+5,281
406
$11.6M 0.03%
1,103,322
+212,600
407
$11.6M 0.03%
218,251
+7,794
408
$11.6M 0.03%
320,927
-856
409
$11.6M 0.03%
614,838
+14,341
410
$11.5M 0.03%
78,054
-7,575
411
$11.5M 0.03%
195,863
-8,798
412
$11.5M 0.03%
37,734
+4,552
413
$11.4M 0.03%
189,701
+21,453
414
$11.3M 0.03%
155,321
+5,797
415
$11.3M 0.03%
66,302
+9,307
416
$11.2M 0.03%
279,224
-7,428
417
$11.2M 0.03%
121,623
+99,681
418
$11.1M 0.03%
113,604
+1,290
419
$11.1M 0.03%
58,415
-3,203
420
$11M 0.03%
101,333
+79,991
421
$10.9M 0.03%
348,652
+177,159
422
$10.8M 0.03%
145,857
-35,088
423
$10.8M 0.03%
411,300
+1,599
424
$10.7M 0.03%
183,087
-1,830,855
425
$10.7M 0.03%
222,150
-41,977
15 16
17
18 19