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
1201
$776K ﹤0.01%
9,769
-325
1202
$773K ﹤0.01%
19,291
-886
1203
$771K ﹤0.01%
6,423
+3,664
1204
$764K ﹤0.01%
19,647
-959
1205
$763K ﹤0.01%
4,637
+1,878
1206
$760K ﹤0.01%
+22,461
1207
$760K ﹤0.01%
145,371
+28,252
1208
$760K ﹤0.01%
15,313
+1,580
1209
$748K ﹤0.01%
3,441
-146
1210
$746K ﹤0.01%
29,254
-2,101
1211
$746K ﹤0.01%
94,386
+1,769
1212
$735K ﹤0.01%
34,757
+104
1213
$730K ﹤0.01%
5,133
+2,729
1214
$725K ﹤0.01%
8,336
-771
1215
$723K ﹤0.01%
15,316
+9,656
1216
$722K ﹤0.01%
18,416
-303
1217
$722K ﹤0.01%
28,193
-547
1218
$714K ﹤0.01%
6,773
1219
$711K ﹤0.01%
69,637
+23,385
1220
$710K ﹤0.01%
17,507
-1,498
1221
$708K ﹤0.01%
13,091
+9,196
1222
$706K ﹤0.01%
16,632
-1,305
1223
$705K ﹤0.01%
35,224
-2,430
1224
$702K ﹤0.01%
140,337
+2,739
1225
$701K ﹤0.01%
4,301
+234
47 48
49
50 51