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
401
$16.3M 0.03%
1,648,916
+77,017
402
$16.2M 0.03%
114,150
+682
403
$16.2M 0.03%
38,635
-1,136
404
$15.9M 0.03%
108,901
+18,093
405
$15.8M 0.03%
90,771
-15,296
406
$15.7M 0.03%
28,618
+1,950
407
$15.7M 0.03%
61,592
-26,364
408
$15.6M 0.03%
501,081
+39,878
409
$15.6M 0.03%
158,774
+3,387
410
$15.5M 0.03%
270,134
+7,210
411
$15.5M 0.03%
444,632
-37,154
412
$15.5M 0.03%
199,566
-6,044
413
$15.4M 0.03%
164,729
-1,960
414
$15.4M 0.03%
790,890
+196,202
415
$15.4M 0.03%
333,749
+1,699
416
$15.3M 0.03%
309,575
+58,247
417
$15.2M 0.03%
777,236
-128,562
418
$15.2M 0.03%
217,579
-628
419
$15.2M 0.03%
174,370
-1,516
420
$14.9M 0.03%
314,862
-3,330
421
$14.9M 0.03%
154,674
+3,162
422
$14.8M 0.03%
183,226
+5,447
423
$14.7M 0.03%
61,726
+15,051
424
$14.6M 0.03%
79,993
-324,454
425
$14.6M 0.03%
98,515
+1,405
15 16
17
18 19