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
901
$2.51M ﹤0.01%
36,834
+750
902
$2.51M ﹤0.01%
62,606
-1,500
903
$2.49M ﹤0.01%
69,868
-36,855
904
$2.49M ﹤0.01%
14,461
-3,595
905
$2.47M ﹤0.01%
37,248
+18,893
906
$2.45M ﹤0.01%
9,347
-422
907
$2.44M ﹤0.01%
152,481
+776
908
$2.44M ﹤0.01%
31,264
-595
909
$2.44M ﹤0.01%
100,634
-652
910
$2.43M ﹤0.01%
27,259
+15,223
911
$2.4M ﹤0.01%
+92,423
912
$2.39M ﹤0.01%
77,590
+36,609
913
$2.38M ﹤0.01%
76,537
+6,557
914
$2.38M ﹤0.01%
10,217
-1,225
915
$2.38M ﹤0.01%
201,408
+8,914
916
$2.38M ﹤0.01%
35,461
+60
917
$2.37M ﹤0.01%
42,815
-219
918
$2.36M ﹤0.01%
9,534
-1,112
919
$2.36M ﹤0.01%
47,350
+362
920
$2.35M ﹤0.01%
46,238
+303
921
$2.34M ﹤0.01%
27,506
+343
922
$2.34M ﹤0.01%
45,496
+1,502
923
$2.34M ﹤0.01%
22,806
-448
924
$2.33M ﹤0.01%
102,554
+72,954
925
$2.32M ﹤0.01%
95,332
+41,627
35 36
37
38 39