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
251
$31.6M 0.06%
290,402
+40,686
252
$31M 0.06%
1,096,620
-600
253
$30.9M 0.06%
394,273
+24,980
254
$30.3M 0.06%
1,721,404
+71,734
255
$30.1M 0.06%
332,867
-10,191
256
$30.1M 0.06%
251,614
+10,995
257
$29.8M 0.06%
305,464
-14,597
258
$29.6M 0.06%
70,611
+54,330
259
$29.6M 0.06%
537,984
+11,105
260
$29.6M 0.06%
220,281
+892
261
$29.5M 0.06%
121,705
+1,301
262
$29.2M 0.06%
471,730
-2,113
263
$29.1M 0.06%
141,159
-7,870
264
$29M 0.06%
371,633
-149,224
265
$29M 0.06%
343,880
-169,425
266
$29M 0.06%
235,039
+11,399
267
$29M 0.06%
560,169
+94,634
268
$28.8M 0.06%
936,572
+77,810
269
$28.7M 0.06%
356,729
+15,527
270
$28.5M 0.05%
210,301
-2,309
271
$28.4M 0.05%
399,529
+36,860
272
$28.3M 0.05%
377,675
-325,287
273
$28.3M 0.05%
44,596
+9,883
274
$28.2M 0.05%
470,493
+36,974
275
$28.1M 0.05%
599,185
+2,584
9 10
11
12 13