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
1301
$670K ﹤0.01%
18,551
+4,075
1302
$667K ﹤0.01%
+66,064
1303
$666K ﹤0.01%
10,440
-679
1304
$663K ﹤0.01%
79,058
-1,363
1305
$663K ﹤0.01%
28,527
+587
1306
$658K ﹤0.01%
8,374
+127
1307
$656K ﹤0.01%
7,990
1308
$655K ﹤0.01%
6,181
+10
1309
$654K ﹤0.01%
17,680
+9,610
1310
$652K ﹤0.01%
195,845
1311
$648K ﹤0.01%
23,498
-5,484
1312
$648K ﹤0.01%
2,655
1313
$647K ﹤0.01%
2,038
-84
1314
$646K ﹤0.01%
16,168
-13
1315
$644K ﹤0.01%
14,687
-870
1316
$643K ﹤0.01%
8,475
+409
1317
$640K ﹤0.01%
5,448
1318
$640K ﹤0.01%
21,552
+3,799
1319
$639K ﹤0.01%
10,812
+1,498
1320
$631K ﹤0.01%
24,834
+132
1321
$630K ﹤0.01%
19,163
-349
1322
$628K ﹤0.01%
25,956
-166
1323
$620K ﹤0.01%
+26,274
1324
$619K ﹤0.01%
8,268
-82
1325
$619K ﹤0.01%
28,031
-8,224
51 52
53
54 55