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
751
$3.32M 0.01%
120,995
-82,370
752
$3.32M 0.01%
+85,434
753
$3.31M 0.01%
49,512
+21,636
754
$3.3M 0.01%
29,648
-1,594
755
$3.3M 0.01%
72,213
+13,609
756
$3.3M 0.01%
429,616
+79,367
757
$3.29M 0.01%
73,687
-1,528
758
$3.28M 0.01%
299,962
-11,777
759
$3.28M 0.01%
31,754
+21,919
760
$3.27M 0.01%
72,109
+14,007
761
$3.27M 0.01%
32,636
-151
762
$3.26M 0.01%
90,892
-1,751
763
$3.26M 0.01%
36,101
+1,866
764
$3.26M 0.01%
68,267
-29,268
765
$3.26M 0.01%
56,500
+2,634
766
$3.25M 0.01%
64,024
-1,809
767
$3.25M 0.01%
35,496
+487
768
$3.23M 0.01%
33,099
-4,493
769
$3.2M 0.01%
35,384
+2,586
770
$3.16M 0.01%
68,671
+10,287
771
$3.16M 0.01%
27,594
+13,154
772
$3.15M 0.01%
381,591
+18,185
773
$3.14M 0.01%
633,451
+28,801
774
$3.14M 0.01%
13,351
-54
775
$3.13M 0.01%
396,358
+1,976
29 30
31
32 33