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
576
$7.11M 0.01%
309,764
+2,580
577
$7.02M 0.01%
68,058
+5,872
578
$7.01M 0.01%
5,065
-156
579
$7M 0.01%
283,012
+9,380
580
$6.99M 0.01%
490,443
-27,318
581
$6.97M 0.01%
+209,801
582
$6.96M 0.01%
411,672
-51,316
583
$6.92M 0.01%
32,714
-6,946
584
$6.86M 0.01%
221,296
-17,118
585
$6.86M 0.01%
234,333
-443,555
586
$6.84M 0.01%
32,446
-1,971
587
$6.83M 0.01%
56,465
+110
588
$6.79M 0.01%
53,574
-25,670
589
$6.78M 0.01%
79,332
+15,167
590
$6.74M 0.01%
405,147
+9,382
591
$6.7M 0.01%
99,830
+3,624
592
$6.65M 0.01%
136,369
+53,465
593
$6.61M 0.01%
47,977
-1,763
594
$6.61M 0.01%
83,727
+16,855
595
$6.55M 0.01%
55,755
+41,687
596
$6.52M 0.01%
61,769
+4,211
597
$6.52M 0.01%
117,428
+2,320
598
$6.49M 0.01%
81,252
+31,401
599
$6.45M 0.01%
20,303
+10
600
$6.45M 0.01%
61,523
+2,088
22 23
24
25 26