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
1551
$306K ﹤0.01%
12,679
-200
1552
$305K ﹤0.01%
12,103
-793
1553
$305K ﹤0.01%
3,365
-126
1554
$304K ﹤0.01%
1,480
1555
$303K ﹤0.01%
8,862
+1
1556
$303K ﹤0.01%
21,282
+5,784
1557
$301K ﹤0.01%
+1,975
1558
$301K ﹤0.01%
3,931
-1,121
1559
$301K ﹤0.01%
11,782
1560
$301K ﹤0.01%
+2,845
1561
$299K ﹤0.01%
24,044
+11,595
1562
$299K ﹤0.01%
21,238
+2,287
1563
$297K ﹤0.01%
59,440
1564
$297K ﹤0.01%
5,730
-907
1565
$297K ﹤0.01%
+400,994
1566
$296K ﹤0.01%
10,347
1567
$296K ﹤0.01%
2,033
-16
1568
$295K ﹤0.01%
10,037
-225
1569
$294K ﹤0.01%
10,613
-3,653
1570
$292K ﹤0.01%
63,850
1571
$292K ﹤0.01%
1,284
-175
1572
$291K ﹤0.01%
5,122
-150
1573
$290K ﹤0.01%
2,503
-752
1574
$290K ﹤0.01%
6,505
-1,207
1575
$290K ﹤0.01%
9,169
+1,225
61 62
63
64 65