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
1076
$1.38M ﹤0.01%
26,937
-12,427
1077
$1.38M ﹤0.01%
29,894
+3,083
1078
$1.37M ﹤0.01%
50,380
+2,836
1079
$1.36M ﹤0.01%
115,428
+15,700
1080
$1.36M ﹤0.01%
158,500
+19,530
1081
$1.35M ﹤0.01%
40,669
+11,279
1082
$1.35M ﹤0.01%
6,600
+942
1083
$1.34M ﹤0.01%
+500,499
1084
$1.34M ﹤0.01%
13,113
-11,053
1085
$1.33M ﹤0.01%
9,267
-559
1086
$1.33M ﹤0.01%
15,148
-3,880
1087
$1.33M ﹤0.01%
14,440
-262
1088
$1.33M ﹤0.01%
53,235
+6,257
1089
$1.33M ﹤0.01%
9,683
+1,023
1090
$1.32M ﹤0.01%
49,841
-3,737
1091
$1.32M ﹤0.01%
35,173
-1,328
1092
$1.31M ﹤0.01%
30,831
+69
1093
$1.31M ﹤0.01%
4,920
-108
1094
$1.3M ﹤0.01%
61,461
-469
1095
$1.3M ﹤0.01%
143,680
-427
1096
$1.28M ﹤0.01%
16,858
-253
1097
$1.27M ﹤0.01%
18,230
-96
1098
$1.26M ﹤0.01%
31,024
+1,607
1099
$1.26M ﹤0.01%
67,186
+30,079
1100
$1.25M ﹤0.01%
26,664
+1,779
42 43
44
45 46