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
1001
$1.75M ﹤0.01%
20,952
+12,976
1002
$1.75M ﹤0.01%
35,223
+2,767
1003
$1.75M ﹤0.01%
21,986
-143
1004
$1.75M ﹤0.01%
48,186
+36,856
1005
$1.74M ﹤0.01%
50,832
-26,905
1006
$1.73M ﹤0.01%
13,025
+641
1007
$1.73M ﹤0.01%
22,906
-42,499
1008
$1.73M ﹤0.01%
+127,425
1009
$1.73M ﹤0.01%
9,369
-136
1010
$1.69M ﹤0.01%
31,925
-801
1011
$1.69M ﹤0.01%
29,183
-66,803
1012
$1.69M ﹤0.01%
19,149
-17
1013
$1.69M ﹤0.01%
25,219
-8,485
1014
$1.68M ﹤0.01%
35,818
-5,524
1015
$1.68M ﹤0.01%
+42,937
1016
$1.68M ﹤0.01%
5,062
1017
$1.67M ﹤0.01%
38,131
-59,876
1018
$1.67M ﹤0.01%
+91,497
1019
$1.66M ﹤0.01%
65,948
-273
1020
$1.66M ﹤0.01%
+26,383
1021
$1.65M ﹤0.01%
31,364
+22,855
1022
$1.65M ﹤0.01%
170,571
+3,848
1023
$1.64M ﹤0.01%
40,977
-2,392
1024
$1.64M ﹤0.01%
13,687
+5,424
1025
$1.63M ﹤0.01%
+48,847
39 40
41
42 43