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
1276
$595K ﹤0.01%
48,729
+1,308
1277
$595K ﹤0.01%
32,310
-2,581
1278
$594K ﹤0.01%
10,636
+2,131
1279
$589K ﹤0.01%
+26,022
1280
$586K ﹤0.01%
50,393
+4,477
1281
$584K ﹤0.01%
34,942
-107
1282
$583K ﹤0.01%
36,016
+1,560
1283
$581K ﹤0.01%
496
-6
1284
$581K ﹤0.01%
15,179
-2,479
1285
$580K ﹤0.01%
14,933
+28
1286
$579K ﹤0.01%
9,608
-2,192
1287
$579K ﹤0.01%
20,952
+3,150
1288
$573K ﹤0.01%
14,010
-1,540
1289
$571K ﹤0.01%
34,044
-43,062
1290
$570K ﹤0.01%
1,052
-91
1291
$569K ﹤0.01%
+20,064
1292
$568K ﹤0.01%
4,780
+5
1293
$568K ﹤0.01%
4,116
+52
1294
$561K ﹤0.01%
+38,471
1295
$559K ﹤0.01%
+29,395
1296
$558K ﹤0.01%
12,555
-300
1297
$557K ﹤0.01%
4,122
-270
1298
$557K ﹤0.01%
7,252
+36
1299
$557K ﹤0.01%
36,506
+1,471
1300
$557K ﹤0.01%
6,779
+2,558
50 51
52
53 54