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
1126
$954K ﹤0.01%
18,860
-24,329
1127
$952K ﹤0.01%
102,072
+2,443
1128
$951K ﹤0.01%
28,980
-2,673
1129
$944K ﹤0.01%
6,216
+121
1130
$944K ﹤0.01%
12,075
+129
1131
$943K ﹤0.01%
34,979
+9,380
1132
$939K ﹤0.01%
7,470
+187
1133
$939K ﹤0.01%
8,217
+5,613
1134
$935K ﹤0.01%
81,773
+25,167
1135
$927K ﹤0.01%
30,199
-4,942
1136
$923K ﹤0.01%
22,054
-181,901
1137
$921K ﹤0.01%
16,423
+4,959
1138
$920K ﹤0.01%
24,315
+1,124
1139
$913K ﹤0.01%
11,759
-231
1140
$913K ﹤0.01%
8,817
+250
1141
$912K ﹤0.01%
24,835
+16,479
1142
$912K ﹤0.01%
659
+256
1143
$910K ﹤0.01%
10,815
-513
1144
$906K ﹤0.01%
+5,805
1145
$903K ﹤0.01%
19,863
-17,215
1146
$897K ﹤0.01%
11,064
-98
1147
$896K ﹤0.01%
39,144
-121,835
1148
$895K ﹤0.01%
+40,000
1149
$893K ﹤0.01%
12,703
-3,419
1150
$891K ﹤0.01%
42,633
-1,241
44 45
46
47 48