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
1726
– –
-9,440
1727
– –
-12,600
1728
– –
-426,310
1729
– –
-5,530
1730
– –
-2,502
1731
– –
-10,411
1732
– –
-21,859
1733
– –
-5,563
1734
– –
-10,121
1735
– –
-5,110
1736
– –
-7,578
1737
– –
-100,191
1738
– –
-44,605
1739
– –
-3,953
1740
– –
-2,933
1741
– –
-3,795
1742
– –
-4,413
1743
– –
-6,454
1744
– –
-4,946
1745
– –
-5,831
1746
– –
-11,250
1747
– –
-22,122
1748
– –
-12,384
1749
– –
-5,708
1750
– –
-7,077
68 69
70
71 72