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
451
$13.1M 0.03%
788,983
+737,312
452
$13M 0.03%
102,442
-60,904
453
$13M 0.03%
72,603
-1,584
454
$13M 0.03%
101,515
+2,314
455
$13M 0.03%
59,500
+2,431
456
$13M 0.03%
221,976
-4,025
457
$13M 0.02%
85,824
-9,875
458
$12.9M 0.02%
+792,613
459
$12.9M 0.02%
137,266
-6,489
460
$12.9M 0.02%
83,946
-23,554
461
$12.8M 0.02%
49,968
+279
462
$12.7M 0.02%
143,009
+99,082
463
$12.7M 0.02%
167,862
+3,504
464
$12.7M 0.02%
+621,929
465
$12.6M 0.02%
112,887
-4,079
466
$12.6M 0.02%
200,389
+659
467
$12.5M 0.02%
129,771
+25,292
468
$12.5M 0.02%
423,027
+19,322
469
$12.5M 0.02%
366,881
-16,867
470
$12.5M 0.02%
234,954
+74,966
471
$12.4M 0.02%
70,332
+1,267
472
$12.2M 0.02%
414,610
+27,713
473
$12.1M 0.02%
45,741
-1,765
474
$12M 0.02%
263,487
+9,282
475
$12M 0.02%
101,451
+5,319
17 18
19
20 21