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
926
$1.89M 0.01%
47,084
-243
927
$1.88M 0.01%
18,240
+12,976
928
$1.87M ﹤0.01%
22,127
-390
929
$1.87M ﹤0.01%
39,977
-979
930
$1.87M ﹤0.01%
19,927
+426
931
$1.86M ﹤0.01%
17,798
-280
932
$1.85M ﹤0.01%
571,658
+247,032
933
$1.85M ﹤0.01%
7,443
+105
934
$1.84M ﹤0.01%
58,983
+2,590
935
$1.83M ﹤0.01%
19,204
-2,901
936
$1.83M ﹤0.01%
17,627
+5,090
937
$1.83M ﹤0.01%
48,741
+22,016
938
$1.83M ﹤0.01%
354,553
+117,282
939
$1.82M ﹤0.01%
42,219
+269
940
$1.82M ﹤0.01%
57,772
-44,031
941
$1.81M ﹤0.01%
35,452
+12,864
942
$1.81M ﹤0.01%
21,199
+4,463
943
$1.8M ﹤0.01%
55,491
-8,642
944
$1.79M ﹤0.01%
49,519
+15,383
945
$1.79M ﹤0.01%
14,723
+3,296
946
$1.78M ﹤0.01%
79,653
+1,680
947
$1.77M ﹤0.01%
141,329
-6,654
948
$1.77M ﹤0.01%
26,620
-37,220
949
$1.77M ﹤0.01%
10,046
+3,093
950
$1.76M ﹤0.01%
9,222
-5,707
36 37
38
39 40