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
1001
$1.46M ﹤0.01%
35,882
-7,537
1002
$1.46M ﹤0.01%
80,827
+1,565
1003
$1.46M ﹤0.01%
21,861
+19
1004
$1.45M ﹤0.01%
47,169
+308
1005
$1.44M ﹤0.01%
60,507
+22,558
1006
$1.44M ﹤0.01%
20,325
-1,116
1007
$1.42M ﹤0.01%
3,246
-2,745
1008
$1.41M ﹤0.01%
17,727
+7,546
1009
$1.4M ﹤0.01%
33,120
+403
1010
$1.4M ﹤0.01%
34,911
-1,236
1011
$1.39M ﹤0.01%
24,590
-3,464
1012
$1.39M ﹤0.01%
3,625
+2,169
1013
$1.38M ﹤0.01%
33,670
-817
1014
$1.38M ﹤0.01%
33,538
+161
1015
$1.38M ﹤0.01%
31,946
-82
1016
$1.37M ﹤0.01%
+228,078
1017
$1.37M ﹤0.01%
27,469
-1,622
1018
$1.36M ﹤0.01%
14,547
+1,561
1019
$1.36M ﹤0.01%
16,812
-108,069
1020
$1.36M ﹤0.01%
+43,299
1021
$1.36M ﹤0.01%
14,230
-179
1022
$1.35M ﹤0.01%
+31,625
1023
$1.35M ﹤0.01%
27,790
+206
1024
$1.35M ﹤0.01%
56,009
+508
1025
$1.35M ﹤0.01%
17,719
+3,435
39 40
41
42 43