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
1601
$273K ﹤0.01%
6,680
+542
1602
$273K ﹤0.01%
9,803
1603
$272K ﹤0.01%
5,095
+287
1604
$271K ﹤0.01%
+6,946
1605
$271K ﹤0.01%
6,712
-2,712
1606
$269K ﹤0.01%
4,500
-42,515
1607
$268K ﹤0.01%
10,000
1608
$264K ﹤0.01%
+12,492
1609
$263K ﹤0.01%
3,824
-1,973
1610
$263K ﹤0.01%
+18,670
1611
$261K ﹤0.01%
12,849
-478,617
1612
$260K ﹤0.01%
28,822
+1,833
1613
$259K ﹤0.01%
3,200
-50
1614
$259K ﹤0.01%
1,741
-258
1615
$257K ﹤0.01%
31,320
+12,492
1616
$257K ﹤0.01%
8,966
-2,983
1617
$256K ﹤0.01%
3,260
+625
1618
$256K ﹤0.01%
+1,135
1619
$256K ﹤0.01%
10,000
1620
$256K ﹤0.01%
2,681
+793
1621
$255K ﹤0.01%
5,053
+261
1622
$255K ﹤0.01%
8,136
1623
$253K ﹤0.01%
10,000
1624
$253K ﹤0.01%
25,286
+6,235
1625
$253K ﹤0.01%
10,000
63 64
65
66 67