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
876
$2.26M 0.01%
34,335
-159,315
877
$2.26M 0.01%
44,205
-32
878
$2.25M 0.01%
40,919
+1,908
879
$2.22M 0.01%
43,872
-7,084
880
$2.22M 0.01%
181,594
+6,481
881
$2.21M 0.01%
11,980
-211
882
$2.21M 0.01%
60,607
+20,816
883
$2.2M 0.01%
109,735
+5,282
884
$2.19M 0.01%
39,065
+22,625
885
$2.18M 0.01%
33,432
-1,780
886
$2.18M 0.01%
18,828
-86
887
$2.18M 0.01%
37,978
+595
888
$2.18M 0.01%
348,338
+64,567
889
$2.18M 0.01%
191,453
-1,932
890
$2.16M 0.01%
94,017
+28,106
891
$2.14M 0.01%
25,425
-24,802
892
$2.11M 0.01%
31,949
-4,193
893
$2.11M 0.01%
24,402
-2,161
894
$2.11M 0.01%
18,559
+184
895
$2.1M 0.01%
36,534
+11,027
896
$2.09M 0.01%
43,248
+6,299
897
$2.09M 0.01%
28,736
+5,962
898
$2.09M 0.01%
164,062
+9,813
899
$2.07M 0.01%
31,099
900
$2.06M 0.01%
64,776
-212,803
34 35
36
37 38