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
951
$2.11M ﹤0.01%
79,431
+2,620
952
$2.1M ﹤0.01%
25,474
-1,290
953
$2.1M ﹤0.01%
66,187
-65,189
954
$2.07M ﹤0.01%
13,061
-6,345
955
$2.07M ﹤0.01%
31,596
+28,563
956
$2.07M ﹤0.01%
32,308
-13,730
957
$2.07M ﹤0.01%
25,836
-599,138
958
$2.05M ﹤0.01%
5,545
-4,850
959
$2.04M ﹤0.01%
33,971
+2,365
960
$2.04M ﹤0.01%
37,135
+1,944
961
$2.03M ﹤0.01%
45,908
-3,406
962
$2.03M ﹤0.01%
40,382
+1,494
963
$2.03M ﹤0.01%
231,184
+7,471
964
$2.01M ﹤0.01%
32,360
-658
965
$2M ﹤0.01%
46,080
+25,067
966
$1.99M ﹤0.01%
10,914
-122
967
$1.99M ﹤0.01%
27,796
-3,666
968
$1.99M ﹤0.01%
75,685
+65,971
969
$1.97M ﹤0.01%
6,010
-2,428
970
$1.97M ﹤0.01%
+32,669
971
$1.96M ﹤0.01%
63,392
+22,807
972
$1.96M ﹤0.01%
31,592
-7,368
973
$1.96M ﹤0.01%
174,443
-7,476
974
$1.96M ﹤0.01%
11,354
+2,200
975
$1.94M ﹤0.01%
74,872
+40,605
37 38
39
40 41