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
1251
$814K ﹤0.01%
1,323
-29
1252
$812K ﹤0.01%
4,700
-39
1253
$812K ﹤0.01%
12,582
+197
1254
$811K ﹤0.01%
24,534
-7,413
1255
$809K ﹤0.01%
27,651
-1,564
1256
$807K ﹤0.01%
15,502
-230
1257
$806K ﹤0.01%
6,211
-262
1258
$805K ﹤0.01%
41,236
-8,585
1259
$801K ﹤0.01%
2,352
-236
1260
$800K ﹤0.01%
63,671
+8,126
1261
$791K ﹤0.01%
+13,738
1262
$782K ﹤0.01%
20,369
+130
1263
$779K ﹤0.01%
27,175
+2,763
1264
$772K ﹤0.01%
32,366
+6,746
1265
$771K ﹤0.01%
17,745
-120
1266
$770K ﹤0.01%
7,383
-27,093
1267
$764K ﹤0.01%
9,954
-252
1268
$761K ﹤0.01%
14,517
-1,639
1269
$757K ﹤0.01%
22,545
-1,024
1270
$747K ﹤0.01%
17,562
-10,678
1271
$746K ﹤0.01%
20,555
+11,039
1272
$743K ﹤0.01%
22,515
+5,676
1273
$741K ﹤0.01%
39,458
-203
1274
$740K ﹤0.01%
17,214
1275
$737K ﹤0.01%
109,736
+35,818
49 50
51
52 53