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
451
$9.7M 0.03%
28,088
+212
452
$9.69M 0.03%
117,773
+32,877
453
$9.68M 0.03%
284,847
+45,925
454
$9.64M 0.03%
142,523
+22,292
455
$9.64M 0.03%
77,556
-1,296
456
$9.63M 0.03%
610,290
+163,161
457
$9.61M 0.03%
203,771
+26,592
458
$9.55M 0.03%
222,964
+28,300
459
$9.43M 0.02%
129,722
-1,441,620
460
$9.4M 0.02%
93,604
-10,512
461
$9.4M 0.02%
167,153
-3,501
462
$9.39M 0.02%
63,581
-4,696
463
$9.28M 0.02%
157,421
+43,277
464
$9.19M 0.02%
158,997
-6,326
465
$9.16M 0.02%
31,227
-3,968
466
$9.04M 0.02%
225,129
+101,239
467
$9.03M 0.02%
356,736
+176,487
468
$9.01M 0.02%
120,173
+100,448
469
$8.99M 0.02%
292,984
+5,532
470
$8.95M 0.02%
94,688
+19,166
471
$8.93M 0.02%
233,454
+2,017
472
$8.91M 0.02%
155,200
-1,210
473
$8.91M 0.02%
492,519
-66,631
474
$8.85M 0.02%
250,072
+43,625
475
$8.82M 0.02%
45,179
+43,922
17 18
19
20 21