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
801
$3.44M 0.01%
126,967
+3,705
802
$3.42M 0.01%
39,344
+1,216
803
$3.4M 0.01%
225,361
-82,989
804
$3.37M 0.01%
118,776
-4,529
805
$3.34M 0.01%
89,989
+494
806
$3.34M 0.01%
288,349
-42,427
807
$3.34M 0.01%
38,650
-13,158
808
$3.34M 0.01%
17,796
-76
809
$3.34M 0.01%
66,274
-11,794
810
$3.33M 0.01%
151,564
-7,059
811
$3.33M 0.01%
16,024
+870
812
$3.32M 0.01%
28,039
-1,910
813
$3.3M 0.01%
34,620
+9,509
814
$3.29M 0.01%
328,186
-81,278
815
$3.29M 0.01%
123,805
-5,464
816
$3.29M 0.01%
72,902
-4,827
817
$3.23M 0.01%
12,334
+2,555
818
$3.22M 0.01%
25,203
-2,870
819
$3.22M 0.01%
38,198
-5,462
820
$3.2M 0.01%
22,178
-686
821
$3.2M 0.01%
148,624
-10,593
822
$3.19M 0.01%
41,842
+1,031
823
$3.18M 0.01%
50,337
-666
824
$3.17M 0.01%
25,597
+4,233
825
$3.15M 0.01%
5,987
+333
31 32
33
34 35