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
– –
-11,084
1702
– –
-62,493
1703
– –
-4,017
1704
– –
-1,695
1705
– –
-14,279
1706
– –
-12,025
1707
– –
-21,841
1708
– –
-11,455
1709
– –
-25,614
1710
– –
-8,215
1711
– –
-68,379
1712
– –
-5,716
1713
– –
-10,912
1714
– –
-9,440
1715
– –
-12,600
1716
– –
-426,310
1717
– –
-5,530
1718
– –
-2,502
1719
– –
-10,411
1720
– –
-21,859
1721
– –
-5,563
1722
– –
-10,121
1723
– –
-5,110
1724
– –
-7,578
1725
– –
-100,191
67 68
69
70 71