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
351
$20.1M 0.04%
82,042
+6,098
352
$20M 0.04%
99,116
+816
353
$20M 0.04%
178,748
-61,294
354
$20M 0.04%
461,382
+20,025
355
$19.5M 0.04%
179,814
+44,348
356
$19.5M 0.04%
265,686
+945
357
$19.5M 0.04%
163,385
+3,794
358
$19.4M 0.04%
286,703
+34,485
359
$19.4M 0.04%
424,559
-125,296
360
$19.4M 0.04%
323,425
+25,615
361
$19.3M 0.04%
158,281
+9,818
362
$19.2M 0.04%
210,972
+26,175
363
$19M 0.04%
60,703
+18,294
364
$19M 0.04%
175,155
+107,149
365
$19M 0.04%
434,332
-14,743
366
$18.8M 0.04%
130,048
-28,705
367
$18.8M 0.04%
254,591
+29,083
368
$18.7M 0.04%
113,272
-1,984
369
$18.7M 0.04%
194,180
-3,043
370
$18.6M 0.04%
34,289
-4,400
371
$18.6M 0.04%
772,874
-8,598
372
$18.5M 0.04%
678,875
+160,147
373
$18.3M 0.04%
357,931
+1,423
374
$18.2M 0.04%
227,685
+46,543
375
$18.2M 0.04%
285,772
+138,990
13 14
15
16 17