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
1476
$381K ﹤0.01%
2,941
+203
1477
$379K ﹤0.01%
25,067
-166
1478
$379K ﹤0.01%
+11,646
1479
$378K ﹤0.01%
5,520
-300
1480
$374K ﹤0.01%
4,845
-3,017
1481
$374K ﹤0.01%
4,657
-1,845
1482
$374K ﹤0.01%
24,049
1483
$372K ﹤0.01%
8,531
-97
1484
$372K ﹤0.01%
5,204
+1,001
1485
$371K ﹤0.01%
5,828
+261
1486
$370K ﹤0.01%
2,288
1487
$370K ﹤0.01%
10,577
-30,494
1488
$369K ﹤0.01%
2,417
+403
1489
$369K ﹤0.01%
15,872
+580
1490
$366K ﹤0.01%
+59,431
1491
$365K ﹤0.01%
14,936
-650
1492
$363K ﹤0.01%
8,216
+3,244
1493
$363K ﹤0.01%
6,335
+423
1494
$363K ﹤0.01%
83,009
+33,170
1495
$362K ﹤0.01%
50
+2
1496
$362K ﹤0.01%
29,128
1497
$360K ﹤0.01%
+31,000
1498
$356K ﹤0.01%
4,615
-63
1499
$356K ﹤0.01%
6,760
1500
$356K ﹤0.01%
6,781
-41
58 59
60
61 62