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
1101
$1.25M ﹤0.01%
3,961
-1,305
1102
$1.25M ﹤0.01%
24,782
-762
1103
$1.25M ﹤0.01%
20,169
-47,449
1104
$1.24M ﹤0.01%
43,404
+30,328
1105
$1.23M ﹤0.01%
17,401
-11,955
1106
$1.23M ﹤0.01%
146,708
+3,899
1107
$1.22M ﹤0.01%
11,637
-65,570
1108
$1.22M ﹤0.01%
4,237
-355
1109
$1.22M ﹤0.01%
12,302
+3,848
1110
$1.22M ﹤0.01%
91,436
1111
$1.22M ﹤0.01%
21,344
-11,013
1112
$1.22M ﹤0.01%
18,929
-8,106
1113
$1.22M ﹤0.01%
11,025
-5,588
1114
$1.22M ﹤0.01%
+89,228
1115
$1.21M ﹤0.01%
55,529
+864
1116
$1.21M ﹤0.01%
49,816
+5,764
1117
$1.21M ﹤0.01%
7,123
-585
1118
$1.2M ﹤0.01%
146,496
+30,417
1119
$1.2M ﹤0.01%
16,623
-1,631
1120
$1.2M ﹤0.01%
367,517
-38,421
1121
$1.2M ﹤0.01%
12,264
-109
1122
$1.19M ﹤0.01%
14,456
+8,901
1123
$1.19M ﹤0.01%
75,176
+28,136
1124
$1.18M ﹤0.01%
28,567
-1,533
1125
$1.17M ﹤0.01%
81,079
+35,582
43 44
45
46 47