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
1201
$941K ﹤0.01%
3,298
+130
1202
$938K ﹤0.01%
10,340
+406
1203
$937K ﹤0.01%
9,330
+5,138
1204
$934K ﹤0.01%
9,634
-214
1205
$930K ﹤0.01%
4,529
+158
1206
$930K ﹤0.01%
42,708
+11,585
1207
$928K ﹤0.01%
25,406
-1,801
1208
$925K ﹤0.01%
9,852
-23
1209
$924K ﹤0.01%
4,894
-167
1210
$924K ﹤0.01%
10,477
-431
1211
$922K ﹤0.01%
9,154
-2,575
1212
$915K ﹤0.01%
78,685
-2,152
1213
$914K ﹤0.01%
7,151
-13,315
1214
$910K ﹤0.01%
77,512
-108
1215
$894K ﹤0.01%
14,777
-24,623
1216
$890K ﹤0.01%
13,772
-35,448
1217
$888K ﹤0.01%
5,762
-297
1218
$888K ﹤0.01%
92,652
-1,895
1219
$877K ﹤0.01%
14,576
-1,421
1220
$874K ﹤0.01%
3,756
-29
1221
$874K ﹤0.01%
148,402
+32,292
1222
$874K ﹤0.01%
14,196
+1,941
1223
$872K ﹤0.01%
+24,317
1224
$866K ﹤0.01%
8,665
-2,032
1225
$865K ﹤0.01%
23,756
-27,773
47 48
49
50 51