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
501
$7.87M 0.02%
276,324
-39,504
502
$7.86M 0.02%
26,992
+8,962
503
$7.83M 0.02%
94,482
-18,951
504
$7.81M 0.02%
68,597
-34,009
505
$7.8M 0.02%
33,943
+178
506
$7.75M 0.02%
76,834
+5,195
507
$7.74M 0.02%
190,239
+7,607
508
$7.71M 0.02%
80,766
-61,694
509
$7.66M 0.02%
121,406
+53,400
510
$7.6M 0.02%
97,997
-79,904
511
$7.51M 0.02%
322,048
+2,193
512
$7.48M 0.02%
125,889
+100,541
513
$7.43M 0.02%
149,139
-19,677
514
$7.43M 0.02%
139,866
-5,717
515
$7.39M 0.02%
260,887
-15,570
516
$7.38M 0.02%
116,615
+18,685
517
$7.32M 0.02%
94,775
+4,244
518
$7.31M 0.02%
27,436
-3,808
519
$7.31M 0.02%
256,031
-8,503
520
$7.18M 0.02%
77,019
-3,130
521
$7.15M 0.02%
119,755
+8,006
522
$7.15M 0.02%
311,892
-1,533
523
$7.11M 0.02%
141,403
-45,768
524
$7.11M 0.02%
151,300
-4,906
525
$7.05M 0.02%
260,586
+107,524
19 20
21
22 23