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
1526
$330K ﹤0.01%
8,320
+309
1527
$328K ﹤0.01%
13,213
-533
1528
$326K ﹤0.01%
18,117
+1,500
1529
$325K ﹤0.01%
28,524
-9,989
1530
$324K ﹤0.01%
14,508
+663
1531
$321K ﹤0.01%
283,745
1532
$318K ﹤0.01%
4,372
-24
1533
$317K ﹤0.01%
5,284
-1,692
1534
$316K ﹤0.01%
3,954
+38
1535
$316K ﹤0.01%
2,961
-152
1536
$316K ﹤0.01%
6,038
+636
1537
$314K ﹤0.01%
10,320
-28
1538
$312K ﹤0.01%
3,735
-57
1539
$312K ﹤0.01%
4,893
-34,667
1540
$312K ﹤0.01%
9,408
+720
1541
$311K ﹤0.01%
2,563
-550
1542
$310K ﹤0.01%
3,711
+105
1543
$310K ﹤0.01%
5,465
-16,779
1544
$310K ﹤0.01%
1,576
-7,995
1545
$310K ﹤0.01%
14,603
1546
$308K ﹤0.01%
4,815
1547
$308K ﹤0.01%
3,483
+226
1548
$307K ﹤0.01%
2,096
-126
1549
$307K ﹤0.01%
12,094
+2,370
1550
$307K ﹤0.01%
3,323
+1
60 61
62
63 64