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
1626
$252K ﹤0.01%
3,251
-51,855
1627
$252K ﹤0.01%
2,165
-263
1628
$251K ﹤0.01%
12,500
+2,500
1629
$251K ﹤0.01%
64,626
-452
1630
$248K ﹤0.01%
12,530
-3,477
1631
$247K ﹤0.01%
2,171
-13
1632
$245K ﹤0.01%
3,864
1633
$244K ﹤0.01%
+3,430
1634
$242K ﹤0.01%
+902
1635
$242K ﹤0.01%
+9,300
1636
$241K ﹤0.01%
5,084
+400
1637
$241K ﹤0.01%
+6,714
1638
$241K ﹤0.01%
18,232
-58
1639
$240K ﹤0.01%
9,286
-919
1640
$240K ﹤0.01%
+14,405
1641
$239K ﹤0.01%
1,868
-75
1642
$238K ﹤0.01%
6,643
+26
1643
$238K ﹤0.01%
12,906
-16,265
1644
$236K ﹤0.01%
+3,883
1645
$235K ﹤0.01%
30,120
-2,906
1646
$234K ﹤0.01%
2,524
-23
1647
$234K ﹤0.01%
8,928
1648
$234K ﹤0.01%
9,205
-10,050
1649
$233K ﹤0.01%
+12,563
1650
$233K ﹤0.01%
3,419
+1
64 65
66
67 68