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
1301
$556K ﹤0.01%
5,652
+43
1302
$555K ﹤0.01%
+81,186
1303
$555K ﹤0.01%
85,580
-95,318
1304
$554K ﹤0.01%
+28,056
1305
$553K ﹤0.01%
6,179
-253
1306
$551K ﹤0.01%
6,970
+783
1307
$551K ﹤0.01%
+30,700
1308
$549K ﹤0.01%
10,366
+2,103
1309
$548K ﹤0.01%
14,762
-79
1310
$548K ﹤0.01%
14,544
-1,646
1311
$547K ﹤0.01%
19,231
+3,790
1312
$546K ﹤0.01%
5,863
-56
1313
$546K ﹤0.01%
8,425
-36,630
1314
$546K ﹤0.01%
19,728
+146
1315
$544K ﹤0.01%
20,566
-6,231
1316
$541K ﹤0.01%
14,450
1317
$540K ﹤0.01%
15,666
-16,088
1318
$540K ﹤0.01%
10,189
-670
1319
$540K ﹤0.01%
3,843
-107
1320
$538K ﹤0.01%
55,365
1321
$537K ﹤0.01%
10,477
+357
1322
$537K ﹤0.01%
15,239
+1,005
1323
$535K ﹤0.01%
7,946
-1,103
1324
$534K ﹤0.01%
13,594
+840
1325
$534K ﹤0.01%
+10,366
51 52
53
54 55