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
126
$72.8M 0.14%
664,118
-13,600
127
$72.8M 0.14%
405,038
+1,560
128
$72.8M 0.14%
237,214
-1,721
129
$72.2M 0.14%
1,264,248
+51,227
130
$71.9M 0.14%
1,035,639
+169,762
131
$71.6M 0.14%
282,423
+80,640
132
$71.2M 0.14%
651,653
+1,116
133
$71M 0.14%
2,801,571
-188,043
134
$70.3M 0.14%
88
-2
135
$69.2M 0.13%
494,922
-37,234
136
$67.8M 0.13%
2,040,856
+123,266
137
$67M 0.13%
602,849
+28,989
138
$66.4M 0.13%
252,900
-41,715
139
$64.8M 0.12%
988,280
+261,691
140
$64M 0.12%
239,492
-40,706
141
$63.4M 0.12%
485,913
-7,321
142
$62.9M 0.12%
108,532
-54,373
143
$62.4M 0.12%
483,914
+15,800
144
$62.3M 0.12%
679,387
+84,180
145
$62.2M 0.12%
1,743,851
+235,303
146
$61.7M 0.12%
112,862
+1,991
147
$61.5M 0.12%
203,631
+909
148
$61M 0.12%
287,885
-9,975
149
$60.4M 0.12%
456,663
+66,430
150
$59.7M 0.11%
97,222
-151
4 5
6
7 8