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
576
$5.88M 0.02%
175,073
+61,659
577
$5.83M 0.02%
502,880
-188,109
578
$5.81M 0.02%
81,562
+36,073
579
$5.8M 0.02%
364,549
-23,364
580
$5.79M 0.02%
59,325
-20,735
581
$5.77M 0.02%
133,753
+15,054
582
$5.77M 0.02%
297,372
-980
583
$5.72M 0.02%
57,104
+8,656
584
$5.68M 0.02%
455,965
+5,858
585
$5.63M 0.01%
50,791
-2,027
586
$5.56M 0.01%
219,972
-990
587
$5.56M 0.01%
150,571
-507
588
$5.54M 0.01%
133,212
-4,175
589
$5.49M 0.01%
233,463
+40,155
590
$5.42M 0.01%
102,103
+75,876
591
$5.42M 0.01%
119,590
-3,689
592
$5.39M 0.01%
85,879
-45,441
593
$5.38M 0.01%
48,284
+41,665
594
$5.38M 0.01%
24,504
+6,844
595
$5.36M 0.01%
235,509
+26,435
596
$5.35M 0.01%
18,574
+3,566
597
$5.34M 0.01%
245,591
+234,658
598
$5.34M 0.01%
251,201
+19,240
599
$5.34M 0.01%
46,428
+55
600
$5.32M 0.01%
84,983
-7,198
22 23
24
25 26