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
526
$9.3M 0.02%
118,811
+691
527
$9.24M 0.02%
95,792
-17,206
528
$9.21M 0.02%
125,642
+2,358
529
$9.13M 0.02%
83,500
+271
530
$9.11M 0.02%
375,686
-6,278
531
$9.1M 0.02%
164,161
+21,121
532
$9.06M 0.02%
221,042
+4,346
533
$9.06M 0.02%
155,218
+5,566
534
$8.9M 0.02%
147,064
+4,427
535
$8.9M 0.02%
143,172
+9,501
536
$8.82M 0.02%
142,848
-723
537
$8.7M 0.02%
111,029
+1,640
538
$8.62M 0.02%
18,502
+7,263
539
$8.57M 0.02%
435,940
-15,279
540
$8.55M 0.02%
178,605
-2,335
541
$8.45M 0.02%
339,102
+13,396
542
$8.44M 0.02%
47,898
-13,125
543
$8.41M 0.02%
40,613
-2,674
544
$8.41M 0.02%
49,045
-4,200
545
$8.32M 0.02%
120,733
+4,918
546
$8.31M 0.02%
51,469
+48,326
547
$8.31M 0.02%
187,541
-392
548
$8.22M 0.02%
126,030
-54,571
549
$8.22M 0.02%
117,045
+68,277
550
$8.19M 0.02%
124,796
-23
20 21
22
23 24