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
1476
$324K ﹤0.01%
+7,177
1477
$323K ﹤0.01%
11,789
-999
1478
$322K ﹤0.01%
+606
1479
$322K ﹤0.01%
7,992
-151
1480
$322K ﹤0.01%
7,760
-6,523
1481
$322K ﹤0.01%
19,683
+4,225
1482
$321K ﹤0.01%
9,822
-200
1483
$320K ﹤0.01%
3,091
+153
1484
$319K ﹤0.01%
2,714
+1
1485
$317K ﹤0.01%
29,750
-20,000
1486
$317K ﹤0.01%
+247
1487
$316K ﹤0.01%
1,524
+231
1488
$315K ﹤0.01%
4,873
+169
1489
$314K ﹤0.01%
10,138
-16,569
1490
$314K ﹤0.01%
3,084
-331
1491
$313K ﹤0.01%
7,291
+1,138
1492
$313K ﹤0.01%
1,704
+20
1493
$313K ﹤0.01%
6,053
+574
1494
$312K ﹤0.01%
9,573
-1,744
1495
$312K ﹤0.01%
3,593
+185
1496
$312K ﹤0.01%
7,620
-418
1497
$311K ﹤0.01%
8,247
+647
1498
$310K ﹤0.01%
8,632
-61
1499
$307K ﹤0.01%
5,869
+126
1500
$307K ﹤0.01%
4,032
-347
58 59
60
61 62