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
676
$4.15M 0.01%
116,420
+33,296
677
$4.14M 0.01%
92,095
+81,084
678
$4.14M 0.01%
467,660
+31,700
679
$4.11M 0.01%
41,161
-447
680
$4.1M 0.01%
64,581
+4,129
681
$4.1M 0.01%
20,015
-611
682
$4.09M 0.01%
136,866
+9,056
683
$4.04M 0.01%
34,260
-502
684
$4M 0.01%
190,301
-8,481
685
$4M 0.01%
357,371
+6,704
686
$3.98M 0.01%
148,299
-2,758
687
$3.98M 0.01%
75,623
-59
688
$3.96M 0.01%
36,171
+290
689
$3.93M 0.01%
82,916
-4,701
690
$3.92M 0.01%
83,373
+9,840
691
$3.92M 0.01%
496,539
+39,525
692
$3.92M 0.01%
47,082
+16,313
693
$3.92M 0.01%
65,444
+1,307
694
$3.89M 0.01%
144,140
-58,663
695
$3.89M 0.01%
104,888
-8,957
696
$3.87M 0.01%
441,165
+143,042
697
$3.86M 0.01%
51,094
-1,566
698
$3.86M 0.01%
75,109
+4,782
699
$3.85M 0.01%
18,806
+6,328
700
$3.81M 0.01%
17,165
+2,240
26 27
28
29 30