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
476
$12M 0.02%
27,916
+18,868
477
$12M 0.02%
174,939
+4,393
478
$11.8M 0.02%
134,442
+2,127
479
$11.7M 0.02%
561,212
-17,805
480
$11.6M 0.02%
388,639
+2,572
481
$11.6M 0.02%
358,925
+4,915
482
$11.6M 0.02%
284,524
+9,762
483
$11.5M 0.02%
766,124
+30,481
484
$11.5M 0.02%
85,152
+7,099
485
$11.5M 0.02%
22,436
+3,182
486
$11.5M 0.02%
554,000
+8,037
487
$11.4M 0.02%
44,542
-5,809
488
$11.4M 0.02%
76,642
-2,515
489
$11.3M 0.02%
63,725
+2,205
490
$11.3M 0.02%
156,142
-21,250
491
$11.2M 0.02%
171,155
+12,828
492
$11.2M 0.02%
295,448
-4,284
493
$11.2M 0.02%
76,683
-3,061
494
$11.1M 0.02%
32,165
+1,021
495
$11.1M 0.02%
372,216
+478
496
$11.1M 0.02%
32,807
+3,411
497
$11M 0.02%
378,434
+30,564
498
$10.9M 0.02%
55,126
-6,230
499
$10.8M 0.02%
180,081
-5,969
500
$10.7M 0.02%
26,927
+653
18 19
20
21 22