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
701
$4.76M 0.01%
153,909
+89,553
702
$4.75M 0.01%
58,984
+732
703
$4.74M 0.01%
116,394
-15,465
704
$4.74M 0.01%
42,375
+6,256
705
$4.74M 0.01%
88,634
+70,218
706
$4.73M 0.01%
79,454
+1,227
707
$4.73M 0.01%
153,464
+17,856
708
$4.67M 0.01%
118,428
+11,607
709
$4.65M 0.01%
202,438
+20,992
710
$4.63M 0.01%
94,864
+6,354
711
$4.6M 0.01%
100,810
+16,559
712
$4.59M 0.01%
112,006
+96,888
713
$4.55M 0.01%
97,909
+2,307
714
$4.53M 0.01%
28,823
+9,136
715
$4.52M 0.01%
514,658
+6,996
716
$4.51M 0.01%
35,457
-217,559
717
$4.51M 0.01%
89,031
+21,278
718
$4.48M 0.01%
32,086
+6,664
719
$4.46M 0.01%
34,128
-660
720
$4.46M 0.01%
206,223
-50,971
721
$4.45M 0.01%
46,608
+6,850
722
$4.44M 0.01%
175,950
+9,671
723
$4.43M 0.01%
54,217
+10,061
724
$4.41M 0.01%
47,707
+1,234
725
$4.4M 0.01%
97,498
+9,986
27 28
29
30 31