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
826
$2.64M 0.01%
85,121
-1,771
827
$2.64M 0.01%
19,587
-322
828
$2.63M 0.01%
48,813
+2,811
829
$2.6M 0.01%
65,689
+635
830
$2.6M 0.01%
169,023
+32,467
831
$2.6M 0.01%
99,566
+1,087
832
$2.59M 0.01%
38,903
-19,141
833
$2.58M 0.01%
34,483
-11,408
834
$2.57M 0.01%
44,569
+7,527
835
$2.54M 0.01%
28,731
+13,064
836
$2.54M 0.01%
244,516
-2,458
837
$2.52M 0.01%
148,891
+357
838
$2.52M 0.01%
51,224
-3,116
839
$2.49M 0.01%
1,639,501
+131,678
840
$2.49M 0.01%
21,935
-90
841
$2.49M 0.01%
57,750
+1,112
842
$2.48M 0.01%
34,489
+886
843
$2.48M 0.01%
54,389
+1,705
844
$2.47M 0.01%
26,244
+13,710
845
$2.47M 0.01%
110,966
+2,143
846
$2.46M 0.01%
49,444
-18,523
847
$2.46M 0.01%
114,777
+16,612
848
$2.46M 0.01%
36,018
+1,924
849
$2.45M 0.01%
56,202
-21,104
850
$2.43M 0.01%
47,233
+36,774
32 33
34
35 36