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
1326
$618K ﹤0.01%
60,914
+64
1327
$617K ﹤0.01%
27,046
-27,148
1328
$616K ﹤0.01%
4,798
-50
1329
$616K ﹤0.01%
4,917
-79
1330
$616K ﹤0.01%
3,082
+879
1331
$615K ﹤0.01%
27,859
1332
$615K ﹤0.01%
12,600
-51
1333
$615K ﹤0.01%
1,236
-16
1334
$614K ﹤0.01%
28,954
-923
1335
$612K ﹤0.01%
+22,608
1336
$607K ﹤0.01%
24,030
-161
1337
$605K ﹤0.01%
116,349
+2,162
1338
$604K ﹤0.01%
11,734
+5,003
1339
$600K ﹤0.01%
28,525
+225
1340
$596K ﹤0.01%
32,074
+9,500
1341
$596K ﹤0.01%
26,348
+6,987
1342
$595K ﹤0.01%
2,480
1343
$594K ﹤0.01%
24,525
-246
1344
$594K ﹤0.01%
52,914
+2,169
1345
$593K ﹤0.01%
32,394
+1,136
1346
$592K ﹤0.01%
48,788
-274
1347
$592K ﹤0.01%
14,130
-551
1348
$591K ﹤0.01%
5,010
-532
1349
$590K ﹤0.01%
7,355
+2,249
1350
$590K ﹤0.01%
3,401
-31
52 53
54
55 56