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
126
$72.4M 0.19%
838,608
-5,498
127
$72.1M 0.19%
99,499
-10,323
128
$71.7M 0.19%
402,037
-31,941
129
$71.6M 0.19%
231,914
-38,433
130
$71M 0.19%
325,151
+83,773
131
$69.8M 0.18%
1,064,258
+8,757
132
$68.9M 0.18%
292,908
+242,841
133
$68.8M 0.18%
310,002
-67,447
134
$68.8M 0.18%
850,396
-40,666
135
$68.6M 0.18%
131,403
-67,895
136
$67.2M 0.18%
1,050,973
-40,112
137
$67.1M 0.18%
903,989
-426,113
138
$66.5M 0.18%
250,437
-52,241
139
$66.2M 0.17%
442,585
-38,545
140
$65.6M 0.17%
558,811
-3,117
141
$63.6M 0.17%
292,464
-1,882
142
$63.2M 0.17%
364,473
+11,342
143
$63.1M 0.17%
1,004,758
+291,595
144
$63M 0.17%
155,605
+12,830
145
$63M 0.17%
893,365
+258
146
$62.4M 0.16%
155,731
-84,018
147
$62.3M 0.16%
255,509
-3,578
148
$62M 0.16%
313,692
+277,051
149
$60.9M 0.16%
424,685
+416,682
150
$60.8M 0.16%
132,165
-4,075
4 5
6
7 8