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
926
$2.3M ﹤0.01%
144,283
+4,104
927
$2.29M ﹤0.01%
50,056
-990
928
$2.28M ﹤0.01%
14,282
+6,039
929
$2.27M ﹤0.01%
264,473
-2,905
930
$2.27M ﹤0.01%
116,943
-9,602
931
$2.27M ﹤0.01%
32,069
+1,810
932
$2.26M ﹤0.01%
40,130
+9,798
933
$2.25M ﹤0.01%
20,667
+770
934
$2.24M ﹤0.01%
9,611
+303
935
$2.23M ﹤0.01%
59,069
-460
936
$2.23M ﹤0.01%
9,782
-992
937
$2.22M ﹤0.01%
27,306
-838
938
$2.22M ﹤0.01%
42,548
-20,564
939
$2.2M ﹤0.01%
57,368
+13,211
940
$2.2M ﹤0.01%
36,926
-336
941
$2.18M ﹤0.01%
+10,919
942
$2.18M ﹤0.01%
14,206
+4
943
$2.17M ﹤0.01%
28,903
+278
944
$2.17M ﹤0.01%
109,729
+4,630
945
$2.17M ﹤0.01%
38,684
-9,402
946
$2.17M ﹤0.01%
55,267
+4,960
947
$2.16M ﹤0.01%
392,851
+32,384
948
$2.14M ﹤0.01%
12,554
-5,077
949
$2.14M ﹤0.01%
195,874
+8,465
950
$2.11M ﹤0.01%
155,041
+33,196
36 37
38
39 40