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
1276
$733K ﹤0.01%
78,637
-1,222
1277
$730K ﹤0.01%
71,784
-159
1278
$728K ﹤0.01%
123,264
+53,441
1279
$727K ﹤0.01%
8,681
-119
1280
$725K ﹤0.01%
7,507
+649
1281
$723K ﹤0.01%
+30,958
1282
$722K ﹤0.01%
28,454
-608
1283
$721K ﹤0.01%
3,976
+740
1284
$720K ﹤0.01%
8,372
-1,938
1285
$718K ﹤0.01%
12,790
1286
$717K ﹤0.01%
+19,647
1287
$716K ﹤0.01%
5,727
+1,336
1288
$714K ﹤0.01%
69,350
+50,328
1289
$711K ﹤0.01%
6,454
-13,758
1290
$707K ﹤0.01%
6,213
+230
1291
$701K ﹤0.01%
11,517
+4,373
1292
$697K ﹤0.01%
3,478
+260
1293
$694K ﹤0.01%
24,800
+769
1294
$691K ﹤0.01%
8,143
-161
1295
$688K ﹤0.01%
94,128
-80,089
1296
$677K ﹤0.01%
36,343
+8,351
1297
$676K ﹤0.01%
43,062
-3,522
1298
$675K ﹤0.01%
5,219
-165
1299
$673K ﹤0.01%
95,658
-64,381
1300
$671K ﹤0.01%
54,855
+10,893
50 51
52
53 54