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
776
$3.13M 0.01%
43,366
+35,121
777
$3.12M 0.01%
10,683
+664
778
$3.11M 0.01%
1,906,574
+173,303
779
$3.11M 0.01%
83,909
+2,494
780
$3.11M 0.01%
111,819
+2,080
781
$3.1M 0.01%
30,757
+11,783
782
$3.09M 0.01%
13,104
+1,040
783
$3.06M 0.01%
31,972
+6,132
784
$3.06M 0.01%
90,074
+806
785
$3.05M 0.01%
15,380
+5,980
786
$3.05M 0.01%
34,247
-987
787
$3.05M 0.01%
84,441
+9,121
788
$3.04M 0.01%
27,273
+1,198
789
$3.04M 0.01%
30,132
-1,866
790
$3.02M 0.01%
+69,434
791
$3.02M 0.01%
46,705
-697
792
$3.01M 0.01%
20,518
+1,078
793
$3.01M 0.01%
180,693
794
$2.99M 0.01%
187,910
-18,338
795
$2.99M 0.01%
+72,261
796
$2.96M 0.01%
84,551
-2,264
797
$2.92M 0.01%
21,052
+325
798
$2.92M 0.01%
34,611
+15,955
799
$2.91M 0.01%
89,055
+1,175
800
$2.91M 0.01%
1,166
-54
30 31
32
33 34