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
1226
$862K ﹤0.01%
14,346
+3,912
1227
$859K ﹤0.01%
4,358
-237
1228
$858K ﹤0.01%
14,468
-491
1229
$858K ﹤0.01%
4,798
+420
1230
$856K ﹤0.01%
9,244
+505
1231
$850K ﹤0.01%
315
-49
1232
$849K ﹤0.01%
50,927
+54
1233
$848K ﹤0.01%
+9,598
1234
$845K ﹤0.01%
20,400
-7,648
1235
$844K ﹤0.01%
20,571
-22,037
1236
$839K ﹤0.01%
+28,350
1237
$838K ﹤0.01%
32,279
-146
1238
$834K ﹤0.01%
+23,897
1239
$833K ﹤0.01%
3,949
+69
1240
$831K ﹤0.01%
9,000
+1,533
1241
$829K ﹤0.01%
22,782
+9,443
1242
$828K ﹤0.01%
14,624
-1,927
1243
$826K ﹤0.01%
66,745
+6,689
1244
$826K ﹤0.01%
23,722
+1,931
1245
$825K ﹤0.01%
39,756
+29,629
1246
$824K ﹤0.01%
168,584
+16,288
1247
$824K ﹤0.01%
20,394
+1,128
1248
$821K ﹤0.01%
12,992
-696
1249
$817K ﹤0.01%
+14,033
1250
$816K ﹤0.01%
22,905
-3,260
48 49
50
51 52