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
726
$3.61M 0.01%
77,556
-10,269
727
$3.61M 0.01%
188,926
-29,607
728
$3.6M 0.01%
48,605
-163,067
729
$3.6M 0.01%
73,678
-218
730
$3.6M 0.01%
38,065
+1,657
731
$3.58M 0.01%
43,223
-3,889
732
$3.57M 0.01%
39,134
-21,735
733
$3.56M 0.01%
48,277
-470
734
$3.56M 0.01%
10,710
-2,419
735
$3.56M 0.01%
147,164
-916
736
$3.55M 0.01%
383,737
+93
737
$3.53M 0.01%
34,339
-4,189
738
$3.51M 0.01%
29,020
-6,217
739
$3.5M 0.01%
39,727
+1,181
740
$3.5M 0.01%
92,944
-891,768
741
$3.5M 0.01%
53,770
+34,768
742
$3.41M 0.01%
1,181,104
+155,877
743
$3.41M 0.01%
47,507
+1,203
744
$3.39M 0.01%
72,612
-5,261
745
$3.38M 0.01%
68,025
+35,877
746
$3.37M 0.01%
95,393
-2,038
747
$3.35M 0.01%
42,393
+38,123
748
$3.35M 0.01%
2,556
+2,102
749
$3.35M 0.01%
67,065
+12,462
750
$3.32M 0.01%
56,775
+15
28 29
30
31 32