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
701
$3.81M 0.01%
26,021
-6,478
702
$3.76M 0.01%
18,260
-827
703
$3.76M 0.01%
26,058
+244
704
$3.73M 0.01%
37,974
+3,973
705
$3.73M 0.01%
4,175
+186
706
$3.72M 0.01%
10,620
+5,118
707
$3.72M 0.01%
65,581
-27,007
708
$3.71M 0.01%
32,189
+163
709
$3.69M 0.01%
105,317
-10,516
710
$3.68M 0.01%
31,582
-4,436
711
$3.68M 0.01%
27,837
+886
712
$3.67M 0.01%
47,944
+41,174
713
$3.67M 0.01%
38,856
-106
714
$3.66M 0.01%
45,166
-216
715
$3.66M 0.01%
69,696
-1,089
716
$3.66M 0.01%
123,096
+89,465
717
$3.66M 0.01%
48,734
+28,223
718
$3.66M 0.01%
108,499
+34,954
719
$3.65M 0.01%
670,064
+5,578
720
$3.64M 0.01%
44,867
+333
721
$3.64M 0.01%
124,668
-6,982
722
$3.63M 0.01%
57,220
+5,904
723
$3.62M 0.01%
52,923
+157
724
$3.62M 0.01%
16,366
+7,829
725
$3.62M 0.01%
44,171
+1,450
27 28
29
30 31