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
1126
$1.17M ﹤0.01%
42,542
+121
1127
$1.16M ﹤0.01%
+75,771
1128
$1.16M ﹤0.01%
16,671
-971
1129
$1.16M ﹤0.01%
+117,637
1130
$1.15M ﹤0.01%
6,162
-1,342
1131
$1.15M ﹤0.01%
107,388
-36,513
1132
$1.15M ﹤0.01%
50,856
1133
$1.15M ﹤0.01%
27,964
+1,948
1134
$1.14M ﹤0.01%
49,275
-1,792
1135
$1.14M ﹤0.01%
146,371
+21,556
1136
$1.13M ﹤0.01%
12,448
-6,141
1137
$1.13M ﹤0.01%
4,296
+7
1138
$1.12M ﹤0.01%
17,136
-20
1139
$1.12M ﹤0.01%
30,044
-214
1140
$1.12M ﹤0.01%
15,624
-42,557
1141
$1.12M ﹤0.01%
51,815
-14,562
1142
$1.1M ﹤0.01%
7,857
-1
1143
$1.1M ﹤0.01%
+9,833
1144
$1.1M ﹤0.01%
9,744
-160
1145
$1.1M ﹤0.01%
14,916
-36,497
1146
$1.1M ﹤0.01%
8,299
-5,338
1147
$1.1M ﹤0.01%
56,826
+972
1148
$1.09M ﹤0.01%
43,490
+32,484
1149
$1.09M ﹤0.01%
+18,052
1150
$1.09M ﹤0.01%
20,060
-14,294
44 45
46
47 48