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
1751
– –
-9,760
1752
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-4,461
1753
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-11,388
1754
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-582,555
1755
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-37,327
1756
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-4,377
1757
– –
-3,683
1758
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-5,144
1759
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-2,032
1760
– –
-1,585
1761
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-7,288
1762
– –
-12,392
1763
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-35,750
1764
– –
-54,230
1765
– –
-73,820
1766
– –
-16,158
1767
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-11,245
1768
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-25,500
1769
– –
-63,946
1770
– –
-1,388,771
1771
– –
-41,814
1772
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-15,000
1773
– –
-86,903
1774
– –
-117,535
1775
– –
-3,566
68 69 70
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