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
526
$7.03M 0.02%
93,440
+6,286
527
$7.02M 0.02%
197,707
+9,467
528
$6.98M 0.02%
118,028
+2,544
529
$6.97M 0.02%
230,097
+8,101
530
$6.91M 0.02%
129,939
+217
531
$6.91M 0.02%
252,784
+15,957
532
$6.9M 0.02%
+218,037
533
$6.84M 0.02%
193,845
-21,963
534
$6.83M 0.02%
44,389
+151
535
$6.82M 0.02%
126,054
+70,516
536
$6.81M 0.02%
106,117
-133,178
537
$6.79M 0.02%
228,077
+212,139
538
$6.76M 0.02%
247,064
+9,900
539
$6.76M 0.02%
168,688
+160,785
540
$6.6M 0.02%
41,328
-1,312
541
$6.6M 0.02%
160,838
+27,120
542
$6.56M 0.02%
41,397
+6,905
543
$6.54M 0.02%
132,426
+2,086
544
$6.54M 0.02%
54,006
+7,568
545
$6.51M 0.02%
168,685
+21,096
546
$6.5M 0.02%
40,153
-808
547
$6.48M 0.02%
5,472
-119
548
$6.47M 0.02%
195,289
-11,944
549
$6.47M 0.02%
108,176
-80,029
550
$6.46M 0.02%
131,427
+10,300
20 21
22
23 24