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
601
$5.32M 0.01%
61,391
-55
602
$5.32M 0.01%
87,154
-980
603
$5.26M 0.01%
140,674
-55,761
604
$5.26M 0.01%
82,515
+3,605
605
$5.25M 0.01%
45,492
+287
606
$5.25M 0.01%
22,440
-413
607
$5.24M 0.01%
48,076
+7,043
608
$5.23M 0.01%
199,415
-6,500
609
$5.22M 0.01%
22,268
-338,557
610
$5.22M 0.01%
11,092
+173
611
$5.21M 0.01%
136,074
+1,038
612
$5.21M 0.01%
6,645
+3,733
613
$5.21M 0.01%
34,986
-23,464
614
$5.2M 0.01%
164,483
+5,058
615
$5.19M 0.01%
68,454
+371
616
$5.16M 0.01%
48,699
+14,114
617
$5.13M 0.01%
20,153
-62
618
$5.11M 0.01%
223,084
-735
619
$5.1M 0.01%
53,575
+5,364
620
$5.08M 0.01%
51,435
-2,413
621
$5.05M 0.01%
82,592
+162
622
$5.01M 0.01%
15,416
+3,749
623
$5M 0.01%
74,105
+1,716
624
$5M 0.01%
25,959
+1,059
625
$4.99M 0.01%
92,539
+1,890
23 24
25
26 27