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
1401
$487K ﹤0.01%
14,651
1402
$483K ﹤0.01%
51,462
-1
1403
$481K ﹤0.01%
6,506
-30
1404
$481K ﹤0.01%
2,187
-15
1405
$481K ﹤0.01%
3,279
-20
1406
$479K ﹤0.01%
+4,380
1407
$477K ﹤0.01%
2,971
-155
1408
$476K ﹤0.01%
19,200
-615
1409
$475K ﹤0.01%
36,795
-625
1410
$473K ﹤0.01%
4,793
+1,131
1411
$473K ﹤0.01%
4,338
-19
1412
$469K ﹤0.01%
45,734
+19,914
1413
$469K ﹤0.01%
6,102
+113
1414
$468K ﹤0.01%
5,543
-171
1415
$467K ﹤0.01%
294,000
1416
$466K ﹤0.01%
7,713
-9,426
1417
$464K ﹤0.01%
14,862
1418
$464K ﹤0.01%
45,532
+1
1419
$463K ﹤0.01%
8,690
-2
1420
$461K ﹤0.01%
4,894
+28
1421
$460K ﹤0.01%
4,065
+125
1422
$454K ﹤0.01%
6,845
+1,684
1423
$453K ﹤0.01%
1,230
-2
1424
$453K ﹤0.01%
11,809
-296
1425
$452K ﹤0.01%
+36,786
55 56
57
58 59