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
301
$25.1M 0.05%
57,242
+32,420
302
$25M 0.05%
39,835
-1,923
303
$24.8M 0.05%
83,200
-399
304
$24.7M 0.05%
80,654
+1,529
305
$24.6M 0.05%
567,912
+9,984
306
$24.4M 0.05%
303,146
-3,867
307
$24.4M 0.05%
497,094
-14,922
308
$24.4M 0.05%
145,340
+61,890
309
$24.4M 0.05%
384,486
-6,387
310
$24.4M 0.05%
529,140
-34,339
311
$24.3M 0.05%
36,175
+2,029
312
$24.3M 0.05%
241,117
+13,819
313
$24.2M 0.05%
257,793
+4,691
314
$23.8M 0.05%
103,729
+14,266
315
$23.5M 0.05%
285,962
+30,120
316
$23.3M 0.04%
160,803
+1,463
317
$23.1M 0.04%
464,628
-36,935
318
$23M 0.04%
732,457
+17,015
319
$23M 0.04%
86,806
+29
320
$22.9M 0.04%
740,500
-10,072
321
$22.9M 0.04%
190,615
-3,941
322
$22.8M 0.04%
687,746
+98,559
323
$22.7M 0.04%
382,312
+35,061
324
$22.6M 0.04%
272,770
-14,618
325
$22.4M 0.04%
452,530
-2,263
11 12
13
14 15