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
426
$10.7M 0.03%
57,677
+50,059
427
$10.6M 0.03%
46,749
+6,148
428
$10.6M 0.03%
112,938
+4,648
429
$10.6M 0.03%
115,328
+104,181
430
$10.5M 0.03%
752,409
+7,978
431
$10.4M 0.03%
55,069
-3,388
432
$10.4M 0.03%
12,873
+11,771
433
$10.3M 0.03%
599,587
-30,699
434
$10.3M 0.03%
957,195
-104,333
435
$10.3M 0.03%
105,675
-6,724
436
$10.3M 0.03%
195,143
+171,814
437
$10.3M 0.03%
232,677
-1,920
438
$10.1M 0.03%
194,456
-2,824
439
$10.1M 0.03%
77,726
+39,975
440
$10.1M 0.03%
476,181
+313,179
441
$10.1M 0.03%
92,166
+39,785
442
$9.99M 0.03%
118,542
-50,620
443
$9.92M 0.03%
85,250
+20,317
444
$9.83M 0.03%
29,172
-1,237
445
$9.82M 0.03%
91,856
+56,674
446
$9.8M 0.03%
440,350
-89,560
447
$9.8M 0.03%
656,583
+151,867
448
$9.75M 0.03%
84,943
-7,116
449
$9.71M 0.03%
39,668
-1,116
450
$9.7M 0.03%
56,444
+1,122
16 17
18
19 20