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
1601
$212K ﹤0.01%
1,011
-10
1602
$210K ﹤0.01%
18,099
-3,517
1603
$210K ﹤0.01%
8,340
-91,906
1604
$210K ﹤0.01%
+1,326
1605
$209K ﹤0.01%
4,065
+31
1606
$209K ﹤0.01%
10,058
-416
1607
$208K ﹤0.01%
25,279
+218
1608
$207K ﹤0.01%
3,924
+81
1609
$205K ﹤0.01%
8,322
-892
1610
$205K ﹤0.01%
10,000
-87,048
1611
$204K ﹤0.01%
14,016
+147
1612
$204K ﹤0.01%
+7,719
1613
$204K ﹤0.01%
54,414
-17,977
1614
$203K ﹤0.01%
26,313
-500
1615
$203K ﹤0.01%
+2,052
1616
$202K ﹤0.01%
+397
1617
$200K ﹤0.01%
14,122
-33
1618
$197K ﹤0.01%
1,121
-34
1619
$196K ﹤0.01%
15,816
-5,088
1620
$196K ﹤0.01%
18,524
+681
1621
$191K ﹤0.01%
13,953
+310
1622
$191K ﹤0.01%
22,751
-427
1623
$188K ﹤0.01%
+50,000
1624
$187K ﹤0.01%
+13,045
1625
$186K ﹤0.01%
10,430
-46,707
63 64
65
66 67