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
1651
$232K ﹤0.01%
16,124
-39
1652
$231K ﹤0.01%
5,281
1653
$229K ﹤0.01%
7,294
-287
1654
$229K ﹤0.01%
7,030
-4,096
1655
$229K ﹤0.01%
4,536
1656
$228K ﹤0.01%
+34,928
1657
$225K ﹤0.01%
1,273
-252
1658
$224K ﹤0.01%
5,304
-1
1659
$224K ﹤0.01%
+8,459
1660
$223K ﹤0.01%
39,608
-57
1661
$222K ﹤0.01%
1,673
-46
1662
$222K ﹤0.01%
7,061
-1,223
1663
$222K ﹤0.01%
3,952
-635
1664
$221K ﹤0.01%
5,005
-200
1665
$220K ﹤0.01%
17,138
+69
1666
$220K ﹤0.01%
7,091
-166
1667
$219K ﹤0.01%
11,296
1668
$219K ﹤0.01%
+6,506
1669
$219K ﹤0.01%
+3,788
1670
$219K ﹤0.01%
14,194
-5,410
1671
$216K ﹤0.01%
2,215
-62
1672
$214K ﹤0.01%
+7,184
1673
$212K ﹤0.01%
2,890
+40
1674
$211K ﹤0.01%
+9,505
1675
$210K ﹤0.01%
+637
65 66
67
68 69