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
51
$146M 0.39%
1,476,979
+34,367
52
$146M 0.39%
1,220,021
-612,717
53
$142M 0.38%
1,640,410
-41,890
54
$136M 0.36%
1,390,821
+54,780
55
$136M 0.36%
3,079,560
+301,690
56
$136M 0.36%
270,725
+38,155
57
$133M 0.35%
669,958
+18,503
58
$133M 0.35%
1,590,790
-475,491
59
$132M 0.35%
335,674
-167,523
60
$131M 0.35%
729,716
-27,167
61
$127M 0.34%
184,203
-19,328
62
$127M 0.33%
2,969,262
-530,508
63
$123M 0.33%
743,518
-2,566
64
$122M 0.32%
2,120,884
-1,521,029
65
$122M 0.32%
318,563
-18,498
66
$121M 0.32%
1,485,330
-26,625
67
$120M 0.32%
545,919
-367
68
$118M 0.31%
1,099,118
-54,675
69
$117M 0.31%
1,483,912
-1,098,767
70
$117M 0.31%
475,309
-7,231
71
$114M 0.3%
2,177,076
-28,359
72
$114M 0.3%
4,183,477
+8,446
73
$113M 0.3%
2,067,836
-12,485
74
$112M 0.3%
2,454,720
-428,750
75
$111M 0.29%
505,004
-21,922
1 2
3
4 5