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
626
$6.01M 0.01%
54,144
+9,416
627
$6.01M 0.01%
29,830
+16,977
628
$6M 0.01%
45,784
-1,975
629
$6M 0.01%
194,619
-2,385
630
$5.99M 0.01%
207,612
+101,539
631
$5.97M 0.01%
244,640
+168,648
632
$5.93M 0.01%
110,841
-3,827
633
$5.91M 0.01%
285,442
-26,977
634
$5.88M 0.01%
51,982
+5,957
635
$5.88M 0.01%
290,659
+165,535
636
$5.87M 0.01%
16,015
-6,179
637
$5.86M 0.01%
413,507
+13,452
638
$5.82M 0.01%
113,927
+7,111
639
$5.8M 0.01%
69,837
+1,374
640
$5.77M 0.01%
283,093
+89,386
641
$5.75M 0.01%
26,493
-4,954
642
$5.75M 0.01%
4,340
-704
643
$5.74M 0.01%
12,495
+357
644
$5.72M 0.01%
16,974
-48
645
$5.7M 0.01%
244,589
+553
646
$5.69M 0.01%
110,792
-31,627
647
$5.67M 0.01%
212,177
+30,566
648
$5.67M 0.01%
339,598
+38,955
649
$5.63M 0.01%
91,555
-1,422
650
$5.63M 0.01%
119,180
+10,230
24 25
26
27 28