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
676
$5.08M 0.01%
189,474
+80,072
677
$5.08M 0.01%
1,332
+61
678
$5.08M 0.01%
1,342,629
-417,188
679
$5.07M 0.01%
2,946,027
+766,167
680
$5.07M 0.01%
124,625
+42,058
681
$5.06M 0.01%
22,381
+232
682
$5.03M 0.01%
91,967
-13,462
683
$5.02M 0.01%
34,377
+1,120
684
$5.02M 0.01%
168,760
+61,893
685
$5.02M 0.01%
68,219
+2,895
686
$4.99M 0.01%
213,609
-7,416
687
$4.99M 0.01%
31,298
+2,907
688
$4.94M 0.01%
62,407
-7,626
689
$4.94M 0.01%
125,558
+93,907
690
$4.9M 0.01%
247,625
+35,308
691
$4.88M 0.01%
123,557
+19,868
692
$4.88M 0.01%
49,507
-5,258
693
$4.88M 0.01%
45,426
+492
694
$4.86M 0.01%
58,590
+3,053
695
$4.85M 0.01%
50,419
-18,218
696
$4.84M 0.01%
122,695
+291
697
$4.83M 0.01%
64,624
-8,372
698
$4.83M 0.01%
860,414
+59,359
699
$4.82M 0.01%
37,135
+3,249
700
$4.81M 0.01%
501,632
+32,057
26 27
28
29 30