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
726
$4.4M 0.01%
9,093
-909
727
$4.39M 0.01%
64,072
-4,504
728
$4.39M 0.01%
230,583
-1,049
729
$4.37M 0.01%
157,310
+19,140
730
$4.32M 0.01%
2,343
+89
731
$4.27M 0.01%
665,501
+40,742
732
$4.27M 0.01%
129,929
-4,456
733
$4.26M 0.01%
73,867
-1,800
734
$4.25M 0.01%
45,845
+8,854
735
$4.24M 0.01%
195,201
+649
736
$4.24M 0.01%
82,157
-600
737
$4.16M 0.01%
46,160
-12,521
738
$4.16M 0.01%
20,652
+475
739
$4.15M 0.01%
95,545
+4,724
740
$4.14M 0.01%
47,287
-1,653
741
$4.13M 0.01%
118,054
-306
742
$4.12M 0.01%
26,959
+20,584
743
$4.12M 0.01%
21,908
+2,119
744
$4.12M 0.01%
45,052
+851
745
$4.11M 0.01%
133,501
+114,287
746
$4.11M 0.01%
50,691
-15,819
747
$4.09M 0.01%
70,117
+15,880
748
$4.08M 0.01%
40,993
-6,405
749
$4.07M 0.01%
29,417
+1,078
750
$4.06M 0.01%
84,140
+973
28 29
30
31 32