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
976
$1.61M ﹤0.01%
106,254
+8,692
977
$1.6M ﹤0.01%
138,663
+4,022
978
$1.6M ﹤0.01%
34,534
-7,202
979
$1.59M ﹤0.01%
41,506
+6,259
980
$1.59M ﹤0.01%
11,066
+373
981
$1.58M ﹤0.01%
33,337
-492
982
$1.58M ﹤0.01%
18,260
-175
983
$1.58M ﹤0.01%
101,640
+2,352
984
$1.57M ﹤0.01%
18,801
-92,015
985
$1.57M ﹤0.01%
10,902
-117
986
$1.56M ﹤0.01%
116,508
-31,734
987
$1.54M ﹤0.01%
18,342
+8,116
988
$1.54M ﹤0.01%
86,665
+947
989
$1.53M ﹤0.01%
60,646
-927
990
$1.52M ﹤0.01%
31,220
-8,821
991
$1.52M ﹤0.01%
+9,985
992
$1.52M ﹤0.01%
16,511
-43,731
993
$1.52M ﹤0.01%
5,211
-203
994
$1.5M ﹤0.01%
45,253
-5,695
995
$1.5M ﹤0.01%
21,805
+79
996
$1.48M ﹤0.01%
25,261
-5,987
997
$1.48M ﹤0.01%
36,210
+790
998
$1.47M ﹤0.01%
+10,180
999
$1.47M ﹤0.01%
95,676
+7,608
1000
$1.46M ﹤0.01%
25,478
+557
38 39
40
41 42