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
1526
$278K ﹤0.01%
9,068
-671
1527
$277K ﹤0.01%
9,400
-352
1528
$277K ﹤0.01%
3,608
-141
1529
$276K ﹤0.01%
+2,033
1530
$275K ﹤0.01%
4,500
1531
$275K ﹤0.01%
10,432
-2,539
1532
$275K ﹤0.01%
1,708
+65
1533
$271K ﹤0.01%
1,374
1534
$270K ﹤0.01%
14,845
+2,903
1535
$270K ﹤0.01%
6,589
-194
1536
$270K ﹤0.01%
2,897
+46
1537
$270K ﹤0.01%
+1,568
1538
$268K ﹤0.01%
+2,765
1539
$268K ﹤0.01%
5,133
-100
1540
$266K ﹤0.01%
12,555
+957
1541
$266K ﹤0.01%
2,679
+72
1542
$264K ﹤0.01%
6,160
-1,700
1543
$264K ﹤0.01%
4,195
1544
$263K ﹤0.01%
1,303
1545
$262K ﹤0.01%
2,722
-21
1546
$262K ﹤0.01%
4,112
-40
1547
$261K ﹤0.01%
3,670
-30
1548
$260K ﹤0.01%
41
+3
1549
$260K ﹤0.01%
7,506
-10
1550
$260K ﹤0.01%
12,302
+189
60 61
62
63 64