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
1576
$290K ﹤0.01%
9,910
-112
1577
$289K ﹤0.01%
6,881
-116
1578
$289K ﹤0.01%
11,781
+2,851
1579
$289K ﹤0.01%
3,819
-20
1580
$288K ﹤0.01%
+18,202
1581
$288K ﹤0.01%
4,590
-334
1582
$288K ﹤0.01%
+31,196
1583
$287K ﹤0.01%
2,847
+640
1584
$286K ﹤0.01%
4,948
-5,663
1585
$286K ﹤0.01%
+100,000
1586
$286K ﹤0.01%
1,771
-528
1587
$284K ﹤0.01%
5,950
+150
1588
$283K ﹤0.01%
6,635
1589
$283K ﹤0.01%
2,154
-225
1590
$283K ﹤0.01%
7,770
-501
1591
$281K ﹤0.01%
+13,859
1592
$280K ﹤0.01%
1,263
-19
1593
$280K ﹤0.01%
4,086
-1,352
1594
$280K ﹤0.01%
7,465
-1,726
1595
$277K ﹤0.01%
2,151
-287
1596
$276K ﹤0.01%
+18,583
1597
$276K ﹤0.01%
1,586
1598
$275K ﹤0.01%
2,033
-90
1599
$274K ﹤0.01%
13,672
-2,467
1600
$274K ﹤0.01%
19,197
+1,491
62 63
64
65 66