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
1701
$152K ﹤0.01%
20,296
1702
$151K ﹤0.01%
51,595
-9,296
1703
$148K ﹤0.01%
+10,923
1704
$147K ﹤0.01%
61,725
1705
$135K ﹤0.01%
34,442
+740
1706
$132K ﹤0.01%
16,606
-334,586
1707
$131K ﹤0.01%
11,507
+1,450
1708
$128K ﹤0.01%
14,679
-403,031
1709
$124K ﹤0.01%
22,248
+1
1710
$122K ﹤0.01%
+10,450
1711
$116K ﹤0.01%
11,961
-5,780
1712
$114K ﹤0.01%
11,436
1713
$110K ﹤0.01%
10,645
-11,000
1714
$110K ﹤0.01%
20,676
1715
$109K ﹤0.01%
11,821
-475
1716
$106K ﹤0.01%
11,705
-3,206
1717
$105K ﹤0.01%
+11,873
1718
$97.3K ﹤0.01%
38,162
1719
$96.5K ﹤0.01%
13,725
1720
$96.2K ﹤0.01%
+11,761
1721
$93.4K ﹤0.01%
+14,041
1722
$92.2K ﹤0.01%
12,135
+1,300
1723
$91.5K ﹤0.01%
11,097
-120
1724
$89.9K ﹤0.01%
92,461
1725
$87.6K ﹤0.01%
15,691
67 68
69
70 71