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
1701
– –
-70,554
1702
– –
-121,330
1703
– –
-14,712
1704
– –
-15,347
1705
– –
-10,640
1706
– –
-1,554
1707
– –
-4,853
1708
– –
-8,848
1709
– –
-3,812
1710
– –
-6,150
1711
– –
-14,178
1712
– –
-22,387
1713
– –
-43,965
1714
– –
-5,512
1715
– –
-1,925
1716
– –
-18,150
1717
– –
-39,008
1718
– –
-6,017
1719
– –
-10,700
1720
– –
-4,017
1721
– –
-1,695
1722
– –
-8,215
1723
– –
-68,379
1724
– –
-5,716
1725
– –
-10,912
67 68
69
70 71