Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$61.3M
2
+$51.1M
3
+$50.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$48.5M
5
GTM
ZoomInfo Technologies
GTM
+$38.6M

Top Sells

1
+$360M
2
+$341M
3
+$205M
4
HD icon
Home Depot
HD
+$171M
5
JPM icon
JPMorgan Chase
JPM
+$168M

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
1676
$24.7K ﹤0.01%
920
-878
1677
$24.3K ﹤0.01%
3,003
1678
$23.1K ﹤0.01%
10,435
-25,065
1679
$18.4K ﹤0.01%
+12,658
1680
$13.4K ﹤0.01%
10,740
1681
$9.46K ﹤0.01%
15,250
1682
$8.3K ﹤0.01%
1,000
1683
$7.34K ﹤0.01%
30,600
1684
$6.84K ﹤0.01%
+48
1685
$6.77K ﹤0.01%
+251
1686
$5.13K ﹤0.01%
14,553
+3,984
1687
– –
-11,388
1688
– –
-1,388,771
1689
– –
-100,191
1690
– –
-6,017
1691
– –
-10,700
1692
– –
-2,384
1693
– –
-16,051
1694
– –
-46,883
1695
– –
-53,179
1696
– –
-11,084
1697
– –
-62,493
1698
– –
-4,017
1699
– –
-1,695
1700
– –
-14,279
66 67
68
69 70