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
1676
$209K ﹤0.01%
1,259
1677
$209K ﹤0.01%
5,000
1678
$209K ﹤0.01%
10,864
+38
1679
$206K ﹤0.01%
2,170
+223
1680
$202K ﹤0.01%
14,335
1681
$201K ﹤0.01%
+2,589
1682
$200K ﹤0.01%
3,255
-816
1683
$196K ﹤0.01%
12,000
-1,350
1684
$189K ﹤0.01%
+12,655
1685
$187K ﹤0.01%
17,630
-50,972
1686
$186K ﹤0.01%
+10,225
1687
$183K ﹤0.01%
+27,585
1688
$174K ﹤0.01%
+12,853
1689
$173K ﹤0.01%
14,397
-214
1690
$169K ﹤0.01%
26,814
-200
1691
$168K ﹤0.01%
30,548
-166,104
1692
$168K ﹤0.01%
11,459
-3,096
1693
$164K ﹤0.01%
25,013
-108,541
1694
$159K ﹤0.01%
+12,138
1695
$159K ﹤0.01%
10,613
1696
$158K ﹤0.01%
+12,564
1697
$156K ﹤0.01%
+18,428
1698
$154K ﹤0.01%
+11,530
1699
$154K ﹤0.01%
28,260
1700
$153K ﹤0.01%
21,500
66 67
68
69 70