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
1651
$109K ﹤0.01%
11,408
+492
1652
$109K ﹤0.01%
+25,435
1653
$106K ﹤0.01%
14,950
1654
$106K ﹤0.01%
10,087
-3,322
1655
$93.5K ﹤0.01%
+918
1656
$92.5K ﹤0.01%
+529
1657
$90.8K ﹤0.01%
+12,357
1658
$85.3K ﹤0.01%
+20,498
1659
$84.7K ﹤0.01%
38,162
1660
$84.2K ﹤0.01%
93,874
-97
1661
$84K ﹤0.01%
+10,516
1662
$82.9K ﹤0.01%
12,050
1663
$81.4K ﹤0.01%
+19,750
1664
$80.8K ﹤0.01%
13,725
1665
$78.3K ﹤0.01%
15,560
-1,990
1666
$77.2K ﹤0.01%
+14,169
1667
$64.9K ﹤0.01%
10,806
+24
1668
$59.5K ﹤0.01%
250
1669
$57.4K ﹤0.01%
14,900
1670
$49K ﹤0.01%
5,714
+2,857
1671
$47.2K ﹤0.01%
33,500
+12,000
1672
$41K ﹤0.01%
22,393
1673
$37.6K ﹤0.01%
137,400
1674
$29.4K ﹤0.01%
11,950
-30,375
1675
$26.5K ﹤0.01%
11,090
-1,190
65 66
67
68 69