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
1026
$1.63M ﹤0.01%
33,005
+3,689
1027
$1.62M ﹤0.01%
34,568
+2,279
1028
$1.62M ﹤0.01%
16,620
+142
1029
$1.61M ﹤0.01%
79,644
+21,304
1030
$1.6M ﹤0.01%
30,862
+15,971
1031
$1.6M ﹤0.01%
46,492
-25,661
1032
$1.59M ﹤0.01%
51,181
-11,010
1033
$1.59M ﹤0.01%
14,383
-477
1034
$1.58M ﹤0.01%
29,872
+1,388
1035
$1.58M ﹤0.01%
19,657
-42,965
1036
$1.58M ﹤0.01%
4,405
-19
1037
$1.56M ﹤0.01%
11,876
-2,557
1038
$1.56M ﹤0.01%
4,259
+141
1039
$1.56M ﹤0.01%
85,766
+17,821
1040
$1.55M ﹤0.01%
20,435
-2,370
1041
$1.55M ﹤0.01%
10,136
-1,778
1042
$1.55M ﹤0.01%
30,729
-1,654
1043
$1.55M ﹤0.01%
71,206
-12,551
1044
$1.54M ﹤0.01%
1,307
+52
1045
$1.54M ﹤0.01%
17,537
-3,748
1046
$1.54M ﹤0.01%
52,477
-134
1047
$1.54M ﹤0.01%
64,481
+701
1048
$1.54M ﹤0.01%
12,603
-129
1049
$1.53M ﹤0.01%
+14,575
1050
$1.53M ﹤0.01%
22,534
-5,013
40 41
42
43 44