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
1176
$1.01M ﹤0.01%
+11,000
1177
$1.01M ﹤0.01%
29,443
1178
$1M ﹤0.01%
6,337
-159
1179
$1M ﹤0.01%
21,240
1180
$999K ﹤0.01%
45,636
-5,929
1181
$997K ﹤0.01%
7,048
-554
1182
$993K ﹤0.01%
20,504
-10,915
1183
$992K ﹤0.01%
8,790
+214
1184
$989K ﹤0.01%
11,262
-794
1185
$989K ﹤0.01%
21,348
+2,755
1186
$988K ﹤0.01%
13,841
-4,128
1187
$987K ﹤0.01%
14,840
-443
1188
$984K ﹤0.01%
12,086
-1,376
1189
$976K ﹤0.01%
19,467
+2,610
1190
$965K ﹤0.01%
16,622
+320
1191
$964K ﹤0.01%
16,597
+99
1192
$964K ﹤0.01%
29,658
+162
1193
$960K ﹤0.01%
24,790
+1,179
1194
$958K ﹤0.01%
37,110
1195
$955K ﹤0.01%
9,329
-495
1196
$946K ﹤0.01%
47,945
1197
$945K ﹤0.01%
17,219
+120
1198
$942K ﹤0.01%
60,727
-10,667
1199
$942K ﹤0.01%
+32,128
1200
$942K ﹤0.01%
19,926
-81
46 47
48
49 50