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
601
$6.44M 0.01%
120,294
+17,451
602
$6.43M 0.01%
339,339
+319,922
603
$6.39M 0.01%
57,820
+3,103
604
$6.37M 0.01%
61,593
+4,394
605
$6.32M 0.01%
90,508
+1,027
606
$6.29M 0.01%
240,193
-19,357
607
$6.26M 0.01%
80,359
+2,052
608
$6.26M 0.01%
31,545
+285
609
$6.26M 0.01%
44,557
+2,689
610
$6.25M 0.01%
165,875
+138,340
611
$6.24M 0.01%
103,626
+2,838
612
$6.18M 0.01%
121,719
-434
613
$6.17M 0.01%
5,135
+178
614
$6.16M 0.01%
99,274
-23,015
615
$6.12M 0.01%
20,449
+477
616
$6.1M 0.01%
18,058
+4,010
617
$6.1M 0.01%
+196,950
618
$6.08M 0.01%
123,549
-12,908
619
$6.06M 0.01%
274,971
-34,919
620
$6.04M 0.01%
161,415
+4,357
621
$6.04M 0.01%
12,403
-141,328
622
$6.03M 0.01%
169,011
+12,145
623
$6.02M 0.01%
220,817
+79,261
624
$6.02M 0.01%
100,722
-16,631
625
$6.02M 0.01%
36,234
-4,031
23 24
25
26 27