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
551
$8.12M 0.02%
101,074
-1,551
552
$8.07M 0.02%
213,170
-691
553
$8.05M 0.02%
426,822
-53,466
554
$7.97M 0.02%
228,153
-1,119
555
$7.94M 0.02%
94,723
-1,970
556
$7.88M 0.02%
139,724
+13,037
557
$7.8M 0.02%
1,220,946
+5,604
558
$7.76M 0.01%
16,001
-370
559
$7.75M 0.01%
169,367
-59,240
560
$7.68M 0.01%
120,897
-36,243
561
$7.65M 0.01%
206,369
+25,075
562
$7.65M 0.01%
524,571
-4,203
563
$7.59M 0.01%
84,233
+2,061
564
$7.52M 0.01%
45,120
+10,922
565
$7.51M 0.01%
+386,529
566
$7.48M 0.01%
189,421
-2,450
567
$7.46M 0.01%
466,781
-32,527
568
$7.44M 0.01%
64,336
+3,030
569
$7.37M 0.01%
43,114
+2,025
570
$7.37M 0.01%
243,481
-9,811
571
$7.36M 0.01%
62,925
-1,364
572
$7.26M 0.01%
10,677
-185
573
$7.21M 0.01%
37,022
+1,238
574
$7.15M 0.01%
396,094
+8,512
575
$7.15M 0.01%
250,064
-4,829
21 22
23
24 25