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
101
$83.4M 0.22%
414,760
-1,014
102
$83.3M 0.22%
1,383,974
-147,378
103
$83.2M 0.22%
866,316
+205,295
104
$83.1M 0.22%
426,652
+43,085
105
$81.4M 0.21%
797,452
+24,062
106
$81.4M 0.21%
195,477
+1,637
107
$81.3M 0.21%
150,581
+28,517
108
$81.3M 0.21%
229,950
+32,304
109
$81M 0.21%
216,452
-795
110
$81M 0.21%
367,779
-13,605
111
$80.8M 0.21%
2,171,789
-187,767
112
$79.4M 0.21%
368,803
-105,052
113
$78.9M 0.21%
293,123
+23,938
114
$78.3M 0.21%
467,916
-79,454
115
$78.2M 0.21%
376,655
-9,024
116
$78M 0.21%
311,796
-151,146
117
$77.7M 0.21%
423,179
-2,768
118
$77.4M 0.2%
878,234
+25,026
119
$76.8M 0.2%
668,018
-5,708
120
$76M 0.2%
576,440
-17,478
121
$75.9M 0.2%
715,637
+25,868
122
$75.7M 0.2%
1,157,567
-178,068
123
$75.2M 0.2%
382,683
-1,508
124
$74M 0.2%
1,502,305
-812,918
125
$72.4M 0.19%
219,265
-1,365
3 4
5
6 7