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
1226
$701K ﹤0.01%
7,302
+1,310
1227
$698K ﹤0.01%
17,096
-28,531
1228
$697K ﹤0.01%
8,540
-2,142
1229
$696K ﹤0.01%
104,140
+157
1230
$694K ﹤0.01%
53,885
-1,335
1231
$693K ﹤0.01%
21,528
-119
1232
$693K ﹤0.01%
5,135
-21
1233
$690K ﹤0.01%
7,041
+170
1234
$687K ﹤0.01%
26,068
-2,054
1235
$685K ﹤0.01%
29,489
-21
1236
$682K ﹤0.01%
59,634
+97
1237
$679K ﹤0.01%
2,930
+804
1238
$679K ﹤0.01%
26,457
+30
1239
$678K ﹤0.01%
68,119
+6,475
1240
$675K ﹤0.01%
5,564
+519
1241
$666K ﹤0.01%
11,493
+4,958
1242
$664K ﹤0.01%
61,208
+5,854
1243
$662K ﹤0.01%
23,023
-174,538
1244
$659K ﹤0.01%
10,528
-797,538
1245
$659K ﹤0.01%
21,585
+295
1246
$658K ﹤0.01%
13,579
-361
1247
$657K ﹤0.01%
24,184
-6,166
1248
$651K ﹤0.01%
150,000
1249
$650K ﹤0.01%
76,663
-263
1250
$648K ﹤0.01%
15,643
+2,072
48 49
50
51 52