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
1376
$536K ﹤0.01%
16,944
1377
$531K ﹤0.01%
7,720
-2,258
1378
$527K ﹤0.01%
13,580
-3,999
1379
$525K ﹤0.01%
8,222
1380
$522K ﹤0.01%
3,476
-300
1381
$522K ﹤0.01%
8,037
-249
1382
$522K ﹤0.01%
86,550
+14,000
1383
$520K ﹤0.01%
40,551
-6,183
1384
$516K ﹤0.01%
23,117
-452
1385
$516K ﹤0.01%
24,551
-7,556
1386
$514K ﹤0.01%
51,625
+360
1387
$514K ﹤0.01%
55,400
-78
1388
$512K ﹤0.01%
14,186
+6,691
1389
$512K ﹤0.01%
7,273
-2,610
1390
$511K ﹤0.01%
6,273
-896
1391
$509K ﹤0.01%
8,961
+5,117
1392
$509K ﹤0.01%
3,440
-361
1393
$508K ﹤0.01%
10,155
-5,750
1394
$503K ﹤0.01%
11,622
+913
1395
$501K ﹤0.01%
+4,976
1396
$498K ﹤0.01%
3,658
1397
$497K ﹤0.01%
9,789
1398
$493K ﹤0.01%
44,113
-5,013
1399
$489K ﹤0.01%
8,026
-13,028
1400
$488K ﹤0.01%
2,553
54 55
56
57 58