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
951
$1.76M ﹤0.01%
38,575
-2,673
952
$1.76M ﹤0.01%
48,122
-772
953
$1.76M ﹤0.01%
83,194
+4,070
954
$1.76M ﹤0.01%
+110,757
955
$1.75M ﹤0.01%
15,253
-366
956
$1.75M ﹤0.01%
9,635
-455
957
$1.75M ﹤0.01%
27,445
-12,869
958
$1.75M ﹤0.01%
14,130
959
$1.75M ﹤0.01%
36,231
-372
960
$1.74M ﹤0.01%
86,735
+6,683
961
$1.74M ﹤0.01%
1,512
+14
962
$1.73M ﹤0.01%
79,074
+838
963
$1.72M ﹤0.01%
29,739
-286
964
$1.72M ﹤0.01%
96,604
-27,488
965
$1.72M ﹤0.01%
147,355
+5,668
966
$1.71M ﹤0.01%
68,871
-297
967
$1.71M ﹤0.01%
37,759
-9,330
968
$1.71M ﹤0.01%
42,906
-1,813
969
$1.71M ﹤0.01%
49,038
-10,293
970
$1.7M ﹤0.01%
27,091
-2,482
971
$1.69M ﹤0.01%
29,604
-299
972
$1.68M ﹤0.01%
99,747
-483,331
973
$1.66M ﹤0.01%
28,012
-1,635
974
$1.64M ﹤0.01%
10,678
+5,706
975
$1.61M ﹤0.01%
13,010
+254
37 38
39
40 41