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
476
$8.78M 0.02%
205,071
+164,841
477
$8.73M 0.02%
278,592
-15,462
478
$8.73M 0.02%
19,597
+10,976
479
$8.71M 0.02%
158,875
+1,152
480
$8.7M 0.02%
332,762
+11,378
481
$8.66M 0.02%
58,875
+9,947
482
$8.62M 0.02%
56,567
+65
483
$8.56M 0.02%
28,408
-2,588
484
$8.52M 0.02%
141,098
+1,718
485
$8.51M 0.02%
21,234
-690
486
$8.44M 0.02%
+181,128
487
$8.36M 0.02%
24,459
+1,265
488
$8.34M 0.02%
96,997
-198
489
$8.27M 0.02%
91,512
+77,737
490
$8.22M 0.02%
45,074
-32,076
491
$8.19M 0.02%
96,773
+19,792
492
$8.18M 0.02%
108,992
-743
493
$8.15M 0.02%
211,417
-3,266
494
$8.14M 0.02%
52,026
+250
495
$8.07M 0.02%
337,587
+9,080
496
$8.01M 0.02%
100,326
+55,985
497
$7.98M 0.02%
970,705
+40,223
498
$7.94M 0.02%
485,872
-17,785
499
$7.94M 0.02%
112,377
+1,145
500
$7.88M 0.02%
282,061
-13,133
18 19
20
21 22