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
201
$37.6M 0.1%
665,650
-41,614
202
$37.5M 0.1%
66,678
-13,390
203
$37.4M 0.1%
349,197
+821
204
$37.2M 0.1%
222,268
-3,367
205
$37.1M 0.1%
191,510
-22,469
206
$37M 0.1%
412,464
-1,421
207
$36.9M 0.1%
205,026
-200,825
208
$36.5M 0.1%
482,982
+4,910
209
$36M 0.09%
111,490
+4,325
210
$35.8M 0.09%
473,884
-20,958
211
$35.5M 0.09%
73,781
-1,214
212
$35M 0.09%
213,508
-4,395
213
$34.8M 0.09%
309,048
-488
214
$34.3M 0.09%
139,451
-18,168
215
$33.7M 0.09%
606,700
-219,897
216
$33.6M 0.09%
174,434
+4,871
217
$32.8M 0.09%
188,524
+1,609
218
$32.7M 0.09%
431,541
-831
219
$32.5M 0.09%
1,337,330
-3,327
220
$31.9M 0.08%
413,820
+141,571
221
$31.7M 0.08%
170,855
-27,501
222
$31.6M 0.08%
670,965
+36,253
223
$31.5M 0.08%
128,593
+8,483
224
$31.5M 0.08%
64,445
+12,540
225
$31.2M 0.08%
138,105
-5,492
7 8
9
10 11