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
151
$59.7M 0.16%
1,158,949
-16,633
152
$59.7M 0.16%
454,206
-2,375
153
$59.4M 0.16%
488,222
-175,099
154
$59.3M 0.16%
327,681
-1,862
155
$59.3M 0.16%
470,787
-7,209
156
$58.3M 0.15%
528,415
-228,303
157
$56.4M 0.15%
816,503
-14,121
158
$56.2M 0.15%
419,692
-6,482
159
$55.3M 0.15%
244,891
-14,803
160
$54.7M 0.14%
477,675
-44,072
161
$54.2M 0.14%
1,305,414
+92,995
162
$53.9M 0.14%
725,886
-10,059
163
$53.7M 0.14%
1,577,607
-9,840
164
$53.2M 0.14%
446,828
-1,549
165
$52.9M 0.14%
328,003
-316
166
$52.7M 0.14%
412,422
+38,912
167
$52.7M 0.14%
573,534
+92,776
168
$52.4M 0.14%
784,201
+437,368
169
$52M 0.14%
348,570
+14,617
170
$51.8M 0.14%
577,437
+3,380
171
$51.4M 0.14%
326,877
+1,612
172
$50.8M 0.13%
671,677
+339,861
173
$50.3M 0.13%
669,826
-1,217
174
$50.2M 0.13%
1,502,001
-14,093
175
$50.1M 0.13%
1,436,582
+109,416
5 6
7
8 9