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
376
$18.1M 0.03%
79,992
+11,116
377
$18.1M 0.03%
41,575
+25,443
378
$17.9M 0.03%
164,302
-1,934
379
$17.7M 0.03%
212,661
+1,824
380
$17.6M 0.03%
341,897
-3,814
381
$17.4M 0.03%
292,141
-84
382
$17.4M 0.03%
238,970
+31,336
383
$17.3M 0.03%
61,250
+2,471
384
$17.2M 0.03%
564,569
+97,428
385
$17.2M 0.03%
70,370
-6,485
386
$17.1M 0.03%
110,855
+203
387
$17M 0.03%
208,571
-11,437
388
$17M 0.03%
495,880
+691
389
$16.9M 0.03%
183,623
-64,616
390
$16.9M 0.03%
705,974
-155,943
391
$16.9M 0.03%
323,130
+6,979
392
$16.8M 0.03%
281,261
+6,484
393
$16.8M 0.03%
167,992
-28,218
394
$16.8M 0.03%
146,190
-4,311
395
$16.7M 0.03%
425,392
-6,297
396
$16.7M 0.03%
103,895
+3,217
397
$16.5M 0.03%
189,694
+10,735
398
$16.5M 0.03%
1,100,620
-48,612
399
$16.5M 0.03%
101,015
+11,693
400
$16.4M 0.03%
526,092
+15,117
14 15
16
17 18