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
276
$28.1M 0.05%
135,999
+5,048
277
$28.1M 0.05%
152,906
+51,345
278
$28M 0.05%
524,550
-117,958
279
$27.7M 0.05%
72,296
-26,223
280
$27.6M 0.05%
51,747
-1,328
281
$27.5M 0.05%
249,840
+31,182
282
$27.4M 0.05%
403,158
+5,815
283
$27.2M 0.05%
564,165
+114,888
284
$26.7M 0.05%
182,145
-12,894
285
$26.7M 0.05%
551,295
-133,433
286
$26.7M 0.05%
251,230
+11,397
287
$26.6M 0.05%
418,675
+36,724
288
$26.4M 0.05%
502,189
+1,791
289
$26.3M 0.05%
672,153
-32,055
290
$26.3M 0.05%
224,174
-1,309
291
$26.3M 0.05%
120,870
+210
292
$26.1M 0.05%
140,346
-12,736
293
$26.1M 0.05%
330,847
+10,078
294
$25.9M 0.05%
185,280
-21,599
295
$25.8M 0.05%
5,590
-60
296
$25.7M 0.05%
279,650
-2,725
297
$25.6M 0.05%
1,031,679
+42,324
298
$25.4M 0.05%
425,836
+6,673
299
$25.4M 0.05%
319,451
-8,891
300
$25.2M 0.05%
459,169
-36,669
10 11
12
13 14