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
626
$4.96M 0.01%
6,288
-397
627
$4.95M 0.01%
71,262
+25,005
628
$4.94M 0.01%
45,405
+8,917
629
$4.87M 0.01%
358,168
-214,523
630
$4.87M 0.01%
12,837
+10,077
631
$4.82M 0.01%
+280,714
632
$4.82M 0.01%
70,672
+365
633
$4.79M 0.01%
86,299
-4,453
634
$4.76M 0.01%
96,078
+13,975
635
$4.74M 0.01%
420,228
+4,266
636
$4.73M 0.01%
101,382
+86,375
637
$4.73M 0.01%
16,576
+2,047
638
$4.66M 0.01%
43,034
-5,093
639
$4.65M 0.01%
95,722
-5,112
640
$4.64M 0.01%
123,680
+3,034
641
$4.63M 0.01%
29,115
-1,117
642
$4.62M 0.01%
33,989
+894
643
$4.61M 0.01%
41,684
-456
644
$4.61M 0.01%
13,260
-414
645
$4.61M 0.01%
102,573
-2,198
646
$4.6M 0.01%
23,413
-89,904
647
$4.59M 0.01%
87,498
+4,950
648
$4.57M 0.01%
80,444
+22,388
649
$4.55M 0.01%
219,299
+4,708
650
$4.53M 0.01%
+46,079
24 25
26
27 28