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
1626
$177K ﹤0.01%
15,037
-908
1627
$174K ﹤0.01%
+1,065
1628
$168K ﹤0.01%
+11,426
1629
$167K ﹤0.01%
10,423
-94
1630
$158K ﹤0.01%
+15,864
1631
$152K ﹤0.01%
23,461
-500
1632
$149K ﹤0.01%
18,219
-1,726
1633
$148K ﹤0.01%
18,374
1634
$147K ﹤0.01%
3,253
+338
1635
$147K ﹤0.01%
6,667
+3,334
1636
$147K ﹤0.01%
+70,672
1637
$147K ﹤0.01%
15,000
+5,000
1638
$145K ﹤0.01%
24,392
-2,242
1639
$136K ﹤0.01%
18,163
1640
$134K ﹤0.01%
20,000
1641
$129K ﹤0.01%
16,666
+1,667
1642
$128K ﹤0.01%
13,296
-1,716
1643
$124K ﹤0.01%
13,114
1644
$121K ﹤0.01%
10,316
1645
$119K ﹤0.01%
+13,604
1646
$117K ﹤0.01%
+12,476
1647
$117K ﹤0.01%
11,581
-36
1648
$113K ﹤0.01%
22,254
1649
$112K ﹤0.01%
11,191
+546
1650
$111K ﹤0.01%
10,814
64 65
66
67 68