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
326
$22.3M 0.04%
172,908
+4,147
327
$22.2M 0.04%
87,519
-871
328
$22.2M 0.04%
505,778
+27,268
329
$22.2M 0.04%
177,242
+258
330
$21.9M 0.04%
924,709
+117,772
331
$21.9M 0.04%
167,464
+164,799
332
$21.8M 0.04%
175,218
-3,041
333
$21.6M 0.04%
137,395
+24,834
334
$21.6M 0.04%
881,965
+37,013
335
$21.4M 0.04%
277,386
+128,688
336
$21.4M 0.04%
295,797
-184,522
337
$21.3M 0.04%
76,660
-6,194
338
$21.2M 0.04%
103,222
+10,151
339
$21.1M 0.04%
77,393
+1,111
340
$20.9M 0.04%
60,067
-35
341
$20.9M 0.04%
158,701
+9,054
342
$20.7M 0.04%
49,323
-114,022
343
$20.7M 0.04%
131,412
+18,816
344
$20.6M 0.04%
155,931
-235,367
345
$20.6M 0.04%
184,933
-6,088
346
$20.6M 0.04%
88,818
+3,574
347
$20.4M 0.04%
714,736
-15,485
348
$20.3M 0.04%
541,708
-205,334
349
$20.2M 0.04%
91,148
-3,086
350
$20.2M 0.04%
913,430
+16,434
12 13
14
15 16