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
1351
$493K ﹤0.01%
4,145
-376
1352
$492K ﹤0.01%
5,470
-40
1353
$491K ﹤0.01%
12,415
-4,610
1354
$489K ﹤0.01%
44,257
-11,772
1355
$484K ﹤0.01%
13,072
-1,319
1356
$483K ﹤0.01%
7,215
+1,432
1357
$482K ﹤0.01%
1,414
-49
1358
$482K ﹤0.01%
11,509
-27,460
1359
$482K ﹤0.01%
14,481
+684
1360
$477K ﹤0.01%
1,858
-1,059
1361
$477K ﹤0.01%
2,475
+28
1362
$474K ﹤0.01%
23,401
-114
1363
$474K ﹤0.01%
+8,966
1364
$472K ﹤0.01%
1,665
+45
1365
$471K ﹤0.01%
13,018
+279
1366
$471K ﹤0.01%
4,537
-461
1367
$468K ﹤0.01%
2,509
-2,003
1368
$464K ﹤0.01%
25,539
-124
1369
$464K ﹤0.01%
6,701
-692
1370
$463K ﹤0.01%
385,808
-92,706
1371
$462K ﹤0.01%
2,295
+10
1372
$461K ﹤0.01%
7,436
-240
1373
$460K ﹤0.01%
9,203
-7,461
1374
$459K ﹤0.01%
+16,892
1375
$458K ﹤0.01%
4,834
-221
53 54
55
56 57