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
1451
$409K ﹤0.01%
4,037
-697
1452
$409K ﹤0.01%
4,127
-17
1453
$409K ﹤0.01%
31,159
+902
1454
$408K ﹤0.01%
38,079
+10,416
1455
$408K ﹤0.01%
4,112
+115
1456
$407K ﹤0.01%
8,156
+1,156
1457
$406K ﹤0.01%
4,287
+1,015
1458
$401K ﹤0.01%
2,485
1459
$398K ﹤0.01%
4,565
+303
1460
$398K ﹤0.01%
+11,554
1461
$397K ﹤0.01%
1,221
-100
1462
$396K ﹤0.01%
11,911
-1,533
1463
$396K ﹤0.01%
1,596
1464
$395K ﹤0.01%
2,256
-67
1465
$394K ﹤0.01%
6,778
-156
1466
$390K ﹤0.01%
3,428
-2
1467
$388K ﹤0.01%
9,367
+2,394
1468
$387K ﹤0.01%
2,568
-24
1469
$386K ﹤0.01%
7,503
-388
1470
$386K ﹤0.01%
4,252
-552
1471
$386K ﹤0.01%
8,821
-63,689
1472
$385K ﹤0.01%
1,709
+121
1473
$385K ﹤0.01%
7,524
+169
1474
$384K ﹤0.01%
2,972
1475
$383K ﹤0.01%
+20,837
57 58
59
60 61