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
76
$111M 0.29%
230,789
-111,695
77
$110M 0.29%
292,496
-47,756
78
$108M 0.29%
857,076
+12,412
79
$106M 0.28%
1,052,383
+53,744
80
$103M 0.27%
802,497
+133,299
81
$102M 0.27%
913,854
-71,110
82
$102M 0.27%
856,673
-34,515
83
$101M 0.27%
1,139,207
+213,022
84
$101M 0.27%
331,171
+6,264
85
$101M 0.27%
402,630
-2,424
86
$99.3M 0.26%
955,111
+165,549
87
$99M 0.26%
3,361,779
+72,226
88
$96M 0.25%
259,902
+4,436
89
$94.7M 0.25%
535,295
+88,655
90
$94.2M 0.25%
200,876
-28,058
91
$92.8M 0.25%
197,793
+30,896
92
$92.1M 0.24%
1,270,285
-191,893
93
$91.7M 0.24%
644,377
+219,219
94
$89.4M 0.24%
309,881
+60,132
95
$88.2M 0.23%
1,053,992
-4,198
96
$87M 0.23%
307,353
+2,471
97
$86.4M 0.23%
268,928
+24,050
98
$85.2M 0.22%
524,641
+61,382
99
$85M 0.22%
2,121,149
-325,832
100
$83.7M 0.22%
465,577
-7,852
2 3
4
5 6