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
651
$5.61M 0.01%
98,800
+2,367
652
$5.59M 0.01%
29,358
-56
653
$5.56M 0.01%
68,948
+7,655
654
$5.51M 0.01%
40,504
+42
655
$5.5M 0.01%
293,854
-7,188
656
$5.48M 0.01%
107,207
+1,478
657
$5.47M 0.01%
84,012
+797
658
$5.45M 0.01%
179,549
-7,830
659
$5.43M 0.01%
113,069
-8,104
660
$5.42M 0.01%
169,523
+6,588
661
$5.42M 0.01%
31,450
-2,047
662
$5.39M 0.01%
114,418
-576,444
663
$5.39M 0.01%
1,348,062
+139,776
664
$5.36M 0.01%
62,310
-3,196
665
$5.36M 0.01%
47,954
-60,927
666
$5.35M 0.01%
82,636
+26,336
667
$5.34M 0.01%
42,908
-1,755
668
$5.33M 0.01%
107,119
+11,893
669
$5.3M 0.01%
53,834
-757
670
$5.29M 0.01%
83,965
-2,735
671
$5.28M 0.01%
56,118
+19,227
672
$5.26M 0.01%
5,329
-420
673
$5.23M 0.01%
195,084
+74,845
674
$5.19M 0.01%
612,983
+91,687
675
$5.09M 0.01%
+138,334
25 26
27
28 29