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
851
$2.87M 0.01%
34,898
+1,345
852
$2.87M 0.01%
380,972
+25,799
853
$2.86M 0.01%
50,431
+345
854
$2.85M 0.01%
+9,503
855
$2.85M 0.01%
112,838
+76
856
$2.84M 0.01%
11,695
-3,142
857
$2.84M 0.01%
444,280
+43,149
858
$2.83M 0.01%
50,478
-157
859
$2.82M 0.01%
45,054
+6,969
860
$2.81M 0.01%
40,479
+34
861
$2.81M 0.01%
106,502
-1,318
862
$2.81M 0.01%
86,780
+79,418
863
$2.81M 0.01%
64,575
-38,410
864
$2.81M 0.01%
23,176
+2,804
865
$2.8M 0.01%
179,925
+10,951
866
$2.79M 0.01%
100,904
+76,236
867
$2.79M 0.01%
82,628
+6,110
868
$2.79M 0.01%
50,597
-5,510
869
$2.78M 0.01%
54,840
+9,592
870
$2.77M 0.01%
240,529
+46,609
871
$2.77M 0.01%
51,932
+1,173
872
$2.77M 0.01%
43,225
-381
873
$2.76M 0.01%
26,896
-4,274
874
$2.72M 0.01%
+28,148
875
$2.72M 0.01%
43,781
-8,540
33 34
35
36 37