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
1101
$1.03M ﹤0.01%
120,019
+2,868
1102
$1.03M ﹤0.01%
12,172
+261
1103
$1.03M ﹤0.01%
30,276
+177
1104
$1.03M ﹤0.01%
106,676
+76,785
1105
$1.03M ﹤0.01%
28,216
+8,190
1106
$1.02M ﹤0.01%
12,716
-19
1107
$1.02M ﹤0.01%
28,446
-40,332
1108
$1.02M ﹤0.01%
41,501
+446
1109
$1.01M ﹤0.01%
28,468
-13,818
1110
$1.01M ﹤0.01%
19,735
-46
1111
$1.01M ﹤0.01%
30,537
+19,920
1112
$998K ﹤0.01%
11,486
+183
1113
$997K ﹤0.01%
20,358
+34
1114
$990K ﹤0.01%
+14,272
1115
$988K ﹤0.01%
19,588
+2,278
1116
$982K ﹤0.01%
18,247
-158
1117
$980K ﹤0.01%
47,094
-351,982
1118
$978K ﹤0.01%
60,276
+12,512
1119
$974K ﹤0.01%
9,469
+3,994
1120
$973K ﹤0.01%
26,872
+357
1121
$973K ﹤0.01%
17,368
+431
1122
$971K ﹤0.01%
16,288
+291
1123
$970K ﹤0.01%
29,407
+5,499
1124
$964K ﹤0.01%
51,418
+2,495
1125
$963K ﹤0.01%
17,865
-5,767
43 44
45
46 47