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
751
$4.03M 0.01%
79,813
-24,145
752
$4M 0.01%
31,612
-2,700
753
$3.99M 0.01%
87,196
+7,830
754
$3.99M 0.01%
39,800
-1,115
755
$3.96M 0.01%
103,107
+6,240
756
$3.96M 0.01%
41,534
+2,460
757
$3.95M 0.01%
479,600
+30,215
758
$3.9M 0.01%
19,672
-1,546
759
$3.9M 0.01%
9,104
-3,574
760
$3.89M 0.01%
217,765
+30,036
761
$3.87M 0.01%
541,176
+303,460
762
$3.87M 0.01%
42,702
+19,601
763
$3.85M 0.01%
20,242
+160
764
$3.83M 0.01%
58,226
-344,622
765
$3.83M 0.01%
76,138
-5,144
766
$3.83M 0.01%
55,396
+2,669
767
$3.81M 0.01%
105,393
+1,957
768
$3.8M 0.01%
32,604
-3,759
769
$3.8M 0.01%
191,909
-23,504
770
$3.79M 0.01%
454,390
+9,076
771
$3.79M 0.01%
65,269
+1,552
772
$3.77M 0.01%
36,408
+1,242
773
$3.75M 0.01%
184,736
-3,644
774
$3.71M 0.01%
102,647
-4,364
775
$3.69M 0.01%
34,782
-218
29 30
31
32 33