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
1326
$533K ﹤0.01%
33,084
+845
1327
$527K ﹤0.01%
14,106
-1,087
1328
$526K ﹤0.01%
3,332
+144
1329
$526K ﹤0.01%
55,158
-479
1330
$525K ﹤0.01%
5,150
-82,711
1331
$524K ﹤0.01%
4,409
+134
1332
$522K ﹤0.01%
10,946
+288
1333
$517K ﹤0.01%
15,038
+720
1334
$515K ﹤0.01%
28,585
+4,335
1335
$514K ﹤0.01%
82,395
-20,520
1336
$514K ﹤0.01%
+8,000
1337
$511K ﹤0.01%
10,327
+1,168
1338
$511K ﹤0.01%
10,511
-339
1339
$510K ﹤0.01%
6,901
-1,262
1340
$506K ﹤0.01%
6,662
-379
1341
$506K ﹤0.01%
7,817
-248
1342
$506K ﹤0.01%
10,887
+51
1343
$505K ﹤0.01%
4,869
-9
1344
$504K ﹤0.01%
+26,622
1345
$504K ﹤0.01%
+7,290
1346
$504K ﹤0.01%
17,255
-12,014
1347
$503K ﹤0.01%
3,197
-334
1348
$502K ﹤0.01%
13,607
+3,222
1349
$500K ﹤0.01%
6,992
+1,915
1350
$494K ﹤0.01%
5,179
-142
52 53
54
55 56