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
$51.9B
AUM Growth
-$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,852
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$99.5M
3
+$88.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$83.8M
5
META icon
Meta Platforms (Facebook)
META
+$59.7M

Top Sells

1
+$150M
2
+$76.1M
3
+$68.8M
4
JKHY icon
Jack Henry & Associates
JKHY
+$59.2M
5
IR icon
Ingersoll Rand
IR
+$47.9M

Sector Composition

1 Technology 16.94%
2 Financials 14.36%
3 Industrials 10.29%
4 Consumer Discretionary 8.43%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37.1M 0.07%
165,722
+163,502
227
$37M 0.07%
139,315
+2,406
228
$36.2M 0.07%
387,811
-242,135
229
$35.8M 0.07%
+686,620
230
$35.7M 0.07%
703,946
+103,359
231
$35.6M 0.07%
1,066,555
+69,784
232
$35.5M 0.07%
205,334
-34,918
233
$35.4M 0.07%
300,364
-54,564
234
$35.3M 0.07%
601,336
-91,254
235
$34.7M 0.07%
297,657
+7,219
236
$34.6M 0.07%
205,141
-45,805
237
$34.6M 0.07%
445,952
-188,930
238
$34.4M 0.07%
336,595
+5,941
239
$34.2M 0.07%
324,026
-62,342
240
$33.9M 0.07%
378,264
-78,965
241
$33.8M 0.07%
334,974
-95,395
242
$33.6M 0.06%
578,292
-98,055
243
$33.2M 0.06%
1,477,892
-107,693
244
$32.8M 0.06%
138,370
+3,704
245
$32.7M 0.06%
129,006
+114,289
246
$32.7M 0.06%
329,828
-61,085
247
$32.7M 0.06%
412,348
+383,409
248
$32.5M 0.06%
532,879
+26,478
249
$32.2M 0.06%
278,384
+16,549
250
$32M 0.06%
455,330
+361,798
8 9
10
11 12