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
1051
$1.51M ﹤0.01%
16,433
+10,410
1052
$1.51M ﹤0.01%
+90,864
1053
$1.5M ﹤0.01%
11,130
+50
1054
$1.5M ﹤0.01%
24,655
-2,555
1055
$1.5M ﹤0.01%
120,695
-723
1056
$1.5M ﹤0.01%
32,887
-2,031
1057
$1.49M ﹤0.01%
82,771
+2,695
1058
$1.49M ﹤0.01%
287,055
+8,713
1059
$1.49M ﹤0.01%
39,559
-219
1060
$1.49M ﹤0.01%
68,750
+5,949
1061
$1.49M ﹤0.01%
148,864
+1,366
1062
$1.48M ﹤0.01%
208,302
+34,891
1063
$1.48M ﹤0.01%
30,453
+1,631
1064
$1.48M ﹤0.01%
46,934
+21,280
1065
$1.48M ﹤0.01%
66,390
+3,482
1066
$1.46M ﹤0.01%
54,666
-2,573
1067
$1.46M ﹤0.01%
30,144
-996
1068
$1.46M ﹤0.01%
96,066
-1,328
1069
$1.43M ﹤0.01%
25,344
-2,337
1070
$1.43M ﹤0.01%
14,942
+113
1071
$1.43M ﹤0.01%
23,488
-11,887
1072
$1.43M ﹤0.01%
+41,326
1073
$1.43M ﹤0.01%
6,803
-181
1074
$1.43M ﹤0.01%
19,060
+345
1075
$1.42M ﹤0.01%
28,376
-2,330
41 42
43
44 45