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
426
$14.5M 0.03%
495,988
-6,951
427
$14.5M 0.03%
712,010
-165,313
428
$14.4M 0.03%
462,331
-8,683
429
$14.2M 0.03%
491,402
+5,180
430
$14.2M 0.03%
333,236
+5,620
431
$14.2M 0.03%
757,132
-9,253
432
$14.1M 0.03%
467,316
+54,260
433
$14.1M 0.03%
39,912
-404
434
$14M 0.03%
336,031
+17,230
435
$14M 0.03%
150,800
-46,351
436
$14M 0.03%
753,369
+210,568
437
$13.9M 0.03%
265,374
+84,747
438
$13.8M 0.03%
41,966
+3,720
439
$13.7M 0.03%
149,236
-20,738
440
$13.7M 0.03%
150,377
+34,316
441
$13.6M 0.03%
331,468
+11,572
442
$13.6M 0.03%
94,622
+754
443
$13.4M 0.03%
310,566
-25,414
444
$13.4M 0.03%
171,736
+30,790
445
$13.3M 0.03%
105,877
-11,486
446
$13.3M 0.03%
36,135
+2,341
447
$13.2M 0.03%
51,053
-684
448
$13.2M 0.03%
194,354
+4,088
449
$13.2M 0.03%
28,931
+1,066
450
$13.2M 0.03%
179,071
-26,283
16 17
18
19 20