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
1026
$1.35M ﹤0.01%
103,173
1027
$1.34M ﹤0.01%
40,246
-8,800
1028
$1.34M ﹤0.01%
11,925
+1,521
1029
$1.33M ﹤0.01%
4,091
-1
1030
$1.33M ﹤0.01%
63,782
-715
1031
$1.32M ﹤0.01%
36,510
+26,566
1032
$1.32M ﹤0.01%
14,023
-4,125
1033
$1.31M ﹤0.01%
5,139
+139
1034
$1.29M ﹤0.01%
30,080
+9,891
1035
$1.29M ﹤0.01%
107,994
+1,827
1036
$1.29M ﹤0.01%
20,673
-5,936
1037
$1.28M ﹤0.01%
20,843
-581
1038
$1.28M ﹤0.01%
59,232
+20,793
1039
$1.28M ﹤0.01%
21,913
+365
1040
$1.28M ﹤0.01%
39,215
-291,349
1041
$1.27M ﹤0.01%
13,781
+1,537
1042
$1.26M ﹤0.01%
28,346
-2,987
1043
$1.26M ﹤0.01%
64,972
+1,429
1044
$1.26M ﹤0.01%
90,491
-632
1045
$1.26M ﹤0.01%
+23,917
1046
$1.25M ﹤0.01%
162,967
-35,941
1047
$1.25M ﹤0.01%
11,090
+702
1048
$1.25M ﹤0.01%
28,248
-2,808
1049
$1.25M ﹤0.01%
+15,494
1050
$1.25M ﹤0.01%
11,947
+4,887
40 41
42
43 44