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
1351
$589K ﹤0.01%
7,019
-162
1352
$588K ﹤0.01%
10,169
+140
1353
$587K ﹤0.01%
+17,764
1354
$582K ﹤0.01%
1,602
+401
1355
$582K ﹤0.01%
90,093
+322
1356
$581K ﹤0.01%
14,870
+6,000
1357
$579K ﹤0.01%
8,031
-11,196
1358
$574K ﹤0.01%
24,504
+5,552
1359
$573K ﹤0.01%
25,913
-374
1360
$573K ﹤0.01%
22,785
-159
1361
$569K ﹤0.01%
7,997
+141
1362
$569K ﹤0.01%
6,062
-222
1363
$564K ﹤0.01%
14,298
+4,498
1364
$564K ﹤0.01%
39,553
-37,063
1365
$560K ﹤0.01%
15,624
+1,786
1366
$556K ﹤0.01%
5,978
-1,555
1367
$551K ﹤0.01%
4,281
-100
1368
$550K ﹤0.01%
48,516
+29
1369
$543K ﹤0.01%
2,999
-253,250
1370
$541K ﹤0.01%
13,843
-454
1371
$540K ﹤0.01%
14,299
+2,523
1372
$539K ﹤0.01%
+4,341
1373
$538K ﹤0.01%
6,994
1374
$537K ﹤0.01%
19,000
-10,503
1375
$537K ﹤0.01%
4,390
+1,028
53 54
55
56 57