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
1426
$449K ﹤0.01%
15,488
-7,092
1427
$447K ﹤0.01%
6,176
+20
1428
$440K ﹤0.01%
3,341
-879
1429
$438K ﹤0.01%
18,835
1430
$436K ﹤0.01%
26,958
-9,309
1431
$436K ﹤0.01%
8,658
1432
$435K ﹤0.01%
10,768
-10,181
1433
$435K ﹤0.01%
23,934
+6,133
1434
$434K ﹤0.01%
16,996
+4,885
1435
$432K ﹤0.01%
1,976
-3,366
1436
$430K ﹤0.01%
3,699
-1,043
1437
$430K ﹤0.01%
63,984
+849
1438
$430K ﹤0.01%
76,274
-107
1439
$429K ﹤0.01%
49,264
+16,224
1440
$428K ﹤0.01%
20,967
+3,354
1441
$422K ﹤0.01%
8,442
-858
1442
$422K ﹤0.01%
1,919
-526
1443
$420K ﹤0.01%
+6,691
1444
$419K ﹤0.01%
7,192
+342
1445
$419K ﹤0.01%
+12,237
1446
$417K ﹤0.01%
+2,410
1447
$416K ﹤0.01%
+4,499
1448
$416K ﹤0.01%
19,150
-26,190
1449
$410K ﹤0.01%
+10,421
1450
$410K ﹤0.01%
5,550
56 57
58
59 60