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
551
$6.44M 0.02%
+382,050
552
$6.42M 0.02%
113,787
+7,050
553
$6.39M 0.02%
132,584
+32,114
554
$6.38M 0.02%
60,001
-551
555
$6.34M 0.02%
43,560
-3,049
556
$6.33M 0.02%
49,415
+32,677
557
$6.33M 0.02%
14,529
-191,545
558
$6.32M 0.02%
101,680
+94,874
559
$6.3M 0.02%
1,768
-217
560
$6.29M 0.02%
149,524
+5,326
561
$6.21M 0.02%
80,400
+625
562
$6.13M 0.02%
209,467
+3,239
563
$6.13M 0.02%
171,866
+39,066
564
$6.12M 0.02%
439,166
+107,742
565
$6.07M 0.02%
109,971
-440
566
$6.05M 0.02%
24,793
+2,302
567
$6.04M 0.02%
+84,840
568
$6.03M 0.02%
254,865
+3,633
569
$6M 0.02%
12,372
+15
570
$5.93M 0.02%
96,126
+2,272
571
$5.92M 0.02%
53,629
+1,497
572
$5.92M 0.02%
65,826
-9,676
573
$5.91M 0.02%
91,530
+4,625
574
$5.91M 0.02%
87,129
+74,924
575
$5.88M 0.02%
113,710
+3,223
21 22
23
24 25