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
501
$10.7M 0.02%
71,520
+8,849
502
$10.7M 0.02%
42,535
+1,812
503
$10.7M 0.02%
117,307
+1,679
504
$10.7M 0.02%
150,583
-6,903
505
$10.6M 0.02%
251,420
+6,990
506
$10.6M 0.02%
224,420
+31,450
507
$10.5M 0.02%
229,400
-45,163
508
$10.5M 0.02%
5,371
-356
509
$10.4M 0.02%
416,332
-13,236
510
$10.3M 0.02%
107,761
+11,873
511
$10.2M 0.02%
59,804
+2,173
512
$10.1M 0.02%
212,537
-7,213
513
$10.1M 0.02%
29,111
-167
514
$10M 0.02%
272,427
+1,449
515
$9.99M 0.02%
270,109
+18,831
516
$9.95M 0.02%
306,396
-8,279
517
$9.84M 0.02%
166,886
+1,683
518
$9.81M 0.02%
30,819
-130,417
519
$9.8M 0.02%
102,059
-2,943
520
$9.77M 0.02%
11,977
+159
521
$9.6M 0.02%
96,712
+2,993
522
$9.57M 0.02%
421,317
-70,997
523
$9.53M 0.02%
47,322
-1,199
524
$9.49M 0.02%
85,131
+535
525
$9.43M 0.02%
168,626
+18,948
19 20
21
22 23