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
876
$2.72M 0.01%
63,973
-317
877
$2.71M 0.01%
+48,398
878
$2.7M 0.01%
65,708
-7,037
879
$2.7M 0.01%
217,002
-21,360
880
$2.69M 0.01%
180,693
881
$2.66M 0.01%
118,792
+6,938
882
$2.64M 0.01%
38,303
-3,854
883
$2.64M 0.01%
74,256
-549
884
$2.64M 0.01%
143,482
+79,760
885
$2.64M 0.01%
+19,137
886
$2.64M 0.01%
49,157
-47,028
887
$2.63M 0.01%
22,904
-19,819
888
$2.62M 0.01%
42,082
+4,424
889
$2.6M 0.01%
58,717
-462,799
890
$2.59M 0.01%
24,998
+19,486
891
$2.59M 0.01%
40,579
-3,065
892
$2.57M ﹤0.01%
31,361
-3,250
893
$2.57M ﹤0.01%
111,933
+11,727
894
$2.56M ﹤0.01%
22,027
-10,240
895
$2.56M ﹤0.01%
57,062
+8,636
896
$2.55M ﹤0.01%
26,045
-203
897
$2.55M ﹤0.01%
101,717
+70,737
898
$2.54M ﹤0.01%
33,585
+8,191
899
$2.51M ﹤0.01%
92,412
+9,848
900
$2.51M ﹤0.01%
5,247
+269
34 35
36
37 38