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
1501
$355K ﹤0.01%
8,194
-3,639
1502
$354K ﹤0.01%
1,163
-22
1503
$354K ﹤0.01%
5,762
+533
1504
$353K ﹤0.01%
6,286
+339
1505
$353K ﹤0.01%
+34,608
1506
$352K ﹤0.01%
12,556
-473
1507
$351K ﹤0.01%
2,206
1508
$350K ﹤0.01%
3,272
-993
1509
$350K ﹤0.01%
3,492
+690
1510
$349K ﹤0.01%
14,871
-15
1511
$345K ﹤0.01%
9,999
-56
1512
$344K ﹤0.01%
14,961
-4,751
1513
$343K ﹤0.01%
34,394
-6,482
1514
$343K ﹤0.01%
66,452
+29,941
1515
$341K ﹤0.01%
7,500
1516
$339K ﹤0.01%
3,351
+857
1517
$337K ﹤0.01%
6,340
-3,000
1518
$337K ﹤0.01%
+20,108
1519
$337K ﹤0.01%
15,364
+3,534
1520
$336K ﹤0.01%
2,974
+108
1521
$336K ﹤0.01%
2,400
-500
1522
$335K ﹤0.01%
5,180
1523
$335K ﹤0.01%
6,858
+196
1524
$333K ﹤0.01%
5,491
-96
1525
$332K ﹤0.01%
8,023
+1,838
59 60
61
62 63