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
1076
$1.15M ﹤0.01%
15,720
-8,063
1077
$1.15M ﹤0.01%
66,615
-31,539
1078
$1.14M ﹤0.01%
58,201
-78
1079
$1.14M ﹤0.01%
16,040
-24,055
1080
$1.13M ﹤0.01%
48,910
+21,208
1081
$1.13M ﹤0.01%
25,543
+12,918
1082
$1.13M ﹤0.01%
106,627
-7,631
1083
$1.12M ﹤0.01%
46,598
-3,692
1084
$1.11M ﹤0.01%
59,392
-16,676
1085
$1.1M ﹤0.01%
36,844
-18,589
1086
$1.1M ﹤0.01%
12,984
-113
1087
$1.09M ﹤0.01%
15,204
-366
1088
$1.09M ﹤0.01%
+9,096
1089
$1.08M ﹤0.01%
47,062
+537
1090
$1.08M ﹤0.01%
52,880
-40,185
1091
$1.07M ﹤0.01%
16,465
-1,020
1092
$1.07M ﹤0.01%
28,325
-91,397
1093
$1.06M ﹤0.01%
60,782
+1,913
1094
$1.06M ﹤0.01%
48,382
-1,898
1095
$1.05M ﹤0.01%
62,877
-7,708
1096
$1.05M ﹤0.01%
111,533
+644
1097
$1.05M ﹤0.01%
+19,333
1098
$1.05M ﹤0.01%
+133,261
1099
$1.05M ﹤0.01%
31,045
-50
1100
$1.03M ﹤0.01%
18,282
-1,774
42 43
44
45 46