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
1176
$828K ﹤0.01%
32,126
-2,082
1177
$827K ﹤0.01%
17,169
+305
1178
$826K ﹤0.01%
33,355
-1,058
1179
$825K ﹤0.01%
2,413
+3
1180
$825K ﹤0.01%
20,080
+836
1181
$815K ﹤0.01%
29,794
+1,345
1182
$814K ﹤0.01%
133,956
+33,909
1183
$809K ﹤0.01%
14,721
-2,286
1184
$804K ﹤0.01%
10,348
+460
1185
$801K ﹤0.01%
11,190
+814
1186
$800K ﹤0.01%
26,577
-2,382
1187
$799K ﹤0.01%
69,991
+334
1188
$797K ﹤0.01%
24,271
-913
1189
$796K ﹤0.01%
94,365
+4,525
1190
$795K ﹤0.01%
12,144
-3,054
1191
$795K ﹤0.01%
12,410
1192
$789K ﹤0.01%
27,943
+790
1193
$789K ﹤0.01%
16,592
-228
1194
$787K ﹤0.01%
48,691
+375
1195
$786K ﹤0.01%
11,659
-3,516
1196
$783K ﹤0.01%
6,984
+999
1197
$782K ﹤0.01%
15,467
-1,008
1198
$781K ﹤0.01%
9,750
+5,520
1199
$780K ﹤0.01%
25,011
+4,059
1200
$779K ﹤0.01%
43,010
+2,124
46 47
48
49 50