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
776
$3.68M 0.01%
67,445
+22,041
777
$3.67M 0.01%
135,529
+125,529
778
$3.67M 0.01%
61,648
+128
779
$3.66M 0.01%
11,837
-273
780
$3.65M 0.01%
59,306
+1,037
781
$3.64M 0.01%
79,280
-1,096
782
$3.63M 0.01%
53,641
-6,673
783
$3.63M 0.01%
53,720
+110
784
$3.62M 0.01%
24,608
+678
785
$3.61M 0.01%
72,569
+102
786
$3.59M 0.01%
46,892
+8,385
787
$3.57M 0.01%
177,912
+8,865
788
$3.55M 0.01%
20,271
-164,334
789
$3.54M 0.01%
954,186
+38,018
790
$3.54M 0.01%
91,240
+23
791
$3.53M 0.01%
17,595
-1,370
792
$3.53M 0.01%
87,403
+861
793
$3.52M 0.01%
43,884
-829
794
$3.52M 0.01%
52,450
-5,411
795
$3.52M 0.01%
304,857
+9,287
796
$3.49M 0.01%
99,825
-2,701
797
$3.47M 0.01%
9,054
-450
798
$3.47M 0.01%
36,341
-516
799
$3.47M 0.01%
36,009
-506
800
$3.45M 0.01%
129,239
-7,591
30 31
32
33 34