Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$61.3M
2
+$51.1M
3
+$50.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$48.5M
5
GTM
ZoomInfo Technologies
GTM
+$38.6M

Top Sells

1
+$360M
2
+$341M
3
+$205M
4
HD icon
Home Depot
HD
+$171M
5
JPM icon
JPMorgan Chase
JPM
+$168M

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
651
$4.52M 0.01%
55,691
-9,093
652
$4.52M 0.01%
42,121
-4,141
653
$4.51M 0.01%
181,979
+14,707
654
$4.51M 0.01%
54,200
+25,849
655
$4.5M 0.01%
180,130
-7,267
656
$4.5M 0.01%
66,231
-825
657
$4.49M 0.01%
90,551
+9,636
658
$4.47M 0.01%
100,453
-2,547
659
$4.44M 0.01%
737,403
+101,521
660
$4.39M 0.01%
83,103
+161
661
$4.38M 0.01%
58,451
-4,002
662
$4.35M 0.01%
78,249
+36,375
663
$4.32M 0.01%
94,755
-114,707
664
$4.32M 0.01%
35,893
+10,064
665
$4.28M 0.01%
59,733
-861
666
$4.24M 0.01%
171,964
+9,666
667
$4.24M 0.01%
30,216
+26,373
668
$4.23M 0.01%
13,038
-201
669
$4.22M 0.01%
48,796
+4,363
670
$4.19M 0.01%
80,967
-20,497
671
$4.19M 0.01%
53,935
+47,141
672
$4.18M 0.01%
47,574
-150
673
$4.17M 0.01%
177,718
-8,549
674
$4.16M 0.01%
14,051
+1,909
675
$4.16M 0.01%
49,209
-1,010
25 26
27
28 29