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
976
$1.94M ﹤0.01%
37,905
-21,008
977
$1.93M ﹤0.01%
50,661
+169
978
$1.93M ﹤0.01%
17,164
+2,480
979
$1.91M ﹤0.01%
1,023
-95
980
$1.91M ﹤0.01%
57,825
+14,938
981
$1.9M ﹤0.01%
6,577
-622
982
$1.88M ﹤0.01%
5,635
+29
983
$1.87M ﹤0.01%
14,419
-173
984
$1.87M ﹤0.01%
18,536
-26,172
985
$1.86M ﹤0.01%
73,054
+31,207
986
$1.85M ﹤0.01%
19,531
+1,512
987
$1.85M ﹤0.01%
165,150
+7,539
988
$1.82M ﹤0.01%
5,640
+3,135
989
$1.82M ﹤0.01%
111,918
+14,075
990
$1.82M ﹤0.01%
17,027
-600
991
$1.81M ﹤0.01%
128,203
+1,926
992
$1.81M ﹤0.01%
63,562
-3,183
993
$1.8M ﹤0.01%
23,419
994
$1.8M ﹤0.01%
23,497
+1,497
995
$1.79M ﹤0.01%
14,922
-280
996
$1.78M ﹤0.01%
57,961
997
$1.78M ﹤0.01%
9,230
+2,654
998
$1.76M ﹤0.01%
20,774
+998
999
$1.76M ﹤0.01%
136,174
+5,116
1000
$1.76M ﹤0.01%
14,484
-2,213
38 39
40
41 42