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
1576
$230K ﹤0.01%
22,332
-28,173
1577
$230K ﹤0.01%
7,777
+135
1578
$226K ﹤0.01%
1,996
-21
1579
$225K ﹤0.01%
28,010
-1,000
1580
$225K ﹤0.01%
5,724
-1,373
1581
$225K ﹤0.01%
9,169
+990
1582
$223K ﹤0.01%
+1,429
1583
$223K ﹤0.01%
6,960
-133
1584
$223K ﹤0.01%
+9,959
1585
$222K ﹤0.01%
4,450
-56
1586
$222K ﹤0.01%
3,731
-39
1587
$222K ﹤0.01%
15,250
-1,500
1588
$222K ﹤0.01%
1,826
-706
1589
$220K ﹤0.01%
3,958
-26
1590
$220K ﹤0.01%
6,345
1591
$219K ﹤0.01%
13,489
+1,333
1592
$218K ﹤0.01%
14,144
-99
1593
$217K ﹤0.01%
10,264
+246
1594
$215K ﹤0.01%
+1,312
1595
$215K ﹤0.01%
+11,356
1596
$214K ﹤0.01%
23,485
-1,500
1597
$214K ﹤0.01%
26,326
+648
1598
$214K ﹤0.01%
8,675
+236
1599
$214K ﹤0.01%
+1,263
1600
$214K ﹤0.01%
8,544
+1,171
62 63
64
65 66