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
1051
$1.24M ﹤0.01%
9,087
+5,717
1052
$1.23M ﹤0.01%
70,701
+51,153
1053
$1.22M ﹤0.01%
148,384
-253
1054
$1.22M ﹤0.01%
10,012
+150
1055
$1.22M ﹤0.01%
56,001
-2,561
1056
$1.21M ﹤0.01%
154,747
+839
1057
$1.21M ﹤0.01%
+13,530
1058
$1.2M ﹤0.01%
2,605
+78
1059
$1.2M ﹤0.01%
7,179
+315
1060
$1.2M ﹤0.01%
55,157
-356
1061
$1.19M ﹤0.01%
11,775
-26,439
1062
$1.19M ﹤0.01%
38,962
+904
1063
$1.19M ﹤0.01%
27,271
+870
1064
$1.19M ﹤0.01%
11,253
-2,489
1065
$1.19M ﹤0.01%
53,546
+650
1066
$1.18M ﹤0.01%
18,891
-935
1067
$1.18M ﹤0.01%
8,079
-401
1068
$1.18M ﹤0.01%
25,243
-6,507
1069
$1.17M ﹤0.01%
13,535
+826
1070
$1.17M ﹤0.01%
3,535
+199
1071
$1.17M ﹤0.01%
+19,596
1072
$1.16M ﹤0.01%
173,063
+1,365
1073
$1.16M ﹤0.01%
51,042
-3,269
1074
$1.16M ﹤0.01%
51,067
-2,375
1075
$1.16M ﹤0.01%
46,404
+568
41 42
43
44 45