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
801
$2.89M 0.01%
201,546
+58,044
802
$2.89M 0.01%
55,166
-670
803
$2.88M 0.01%
45,171
-24,168
804
$2.84M 0.01%
152,442
+5,062
805
$2.82M 0.01%
47,834
+21,613
806
$2.81M 0.01%
13,669
-156
807
$2.81M 0.01%
9,755
-3,287
808
$2.8M 0.01%
33,442
-423
809
$2.79M 0.01%
23,898
-22
810
$2.78M 0.01%
223,957
+6,314
811
$2.78M 0.01%
91,753
+2,849
812
$2.77M 0.01%
62,764
+24,481
813
$2.76M 0.01%
371,316
+7,342
814
$2.75M 0.01%
34,042
-1,104
815
$2.75M 0.01%
232,990
-7,469
816
$2.75M 0.01%
76,725
+26,088
817
$2.73M 0.01%
48,305
-4,660
818
$2.72M 0.01%
44,600
-1,366
819
$2.71M 0.01%
79,590
-8,517
820
$2.7M 0.01%
2,616,604
+923,196
821
$2.69M 0.01%
72,320
-2,799
822
$2.69M 0.01%
34,920
-1,981
823
$2.69M 0.01%
225,359
-176,990
824
$2.68M 0.01%
69,411
+7,928
825
$2.67M 0.01%
306,792
-28,765
31 32
33
34 35