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
826
$3.15M 0.01%
27,217
+201
827
$3.13M 0.01%
29,681
+12,626
828
$3.12M 0.01%
83,311
+54,093
829
$3.12M 0.01%
23,496
-70
830
$3.11M 0.01%
30,113
-306
831
$3.1M 0.01%
9,184
-477
832
$3.1M 0.01%
29,672
+8,438
833
$3.1M 0.01%
39,316
-20,553
834
$3.04M 0.01%
17,955
-2,208
835
$3.02M 0.01%
98,416
-50,612
836
$3.01M 0.01%
55,968
-1,729
837
$3M 0.01%
46,144
+2,081
838
$3M 0.01%
23,035
-1,651
839
$3M 0.01%
20,200
-621
840
$2.99M 0.01%
88,194
+12,017
841
$2.97M 0.01%
26,979
-5,058
842
$2.95M 0.01%
32,718
+6,873
843
$2.94M 0.01%
67,480
+2,191
844
$2.92M 0.01%
8,670
-125
845
$2.91M 0.01%
11,007
-1,487
846
$2.89M 0.01%
29,865
+639
847
$2.89M 0.01%
10,663
+5,732
848
$2.88M 0.01%
53,425
+4,094
849
$2.88M 0.01%
141,335
+921
850
$2.88M 0.01%
39,088
+473
32 33
34
35 36