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
1151
$1.08M ﹤0.01%
26,317
-20,190
1152
$1.08M ﹤0.01%
26,764
-1,379
1153
$1.07M ﹤0.01%
+29,969
1154
$1.07M ﹤0.01%
8,967
-4,812
1155
$1.07M ﹤0.01%
8,167
-148
1156
$1.06M ﹤0.01%
5,108
+2,716
1157
$1.06M ﹤0.01%
9,278
+1,071
1158
$1.06M ﹤0.01%
14,229
-59,387
1159
$1.05M ﹤0.01%
853
+111
1160
$1.05M ﹤0.01%
12,738
-11,574
1161
$1.05M ﹤0.01%
30,095
+12,742
1162
$1.04M ﹤0.01%
41,799
-965
1163
$1.04M ﹤0.01%
20,655
-90
1164
$1.04M ﹤0.01%
5,154
-728
1165
$1.03M ﹤0.01%
25,744
+448
1166
$1.03M ﹤0.01%
6,158
+230
1167
$1.03M ﹤0.01%
26,911
+21,001
1168
$1.03M ﹤0.01%
10,035
-2,158
1169
$1.03M ﹤0.01%
+38,193
1170
$1.02M ﹤0.01%
14,251
+404
1171
$1.02M ﹤0.01%
326,035
1172
$1.02M ﹤0.01%
121,091
+6,464
1173
$1.01M ﹤0.01%
7,409
+1,957
1174
$1.01M ﹤0.01%
14,328
-598
1175
$1.01M ﹤0.01%
11,295
-23,124
45 46
47
48 49