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
151
$59.3M 0.11%
1,076,516
-52,003
152
$58.6M 0.11%
948,151
-11,561
153
$58M 0.11%
123,620
-906
154
$57.7M 0.11%
1,067,779
-164,378
155
$56.9M 0.11%
298,694
-39,134
156
$56.5M 0.11%
2,022,268
+91,367
157
$55.1M 0.11%
94,729
-17,950
158
$54.9M 0.11%
237,162
-40,767
159
$54.9M 0.11%
107,925
-2,596
160
$54.9M 0.11%
734,569
-26,219
161
$54.5M 0.1%
1,669,610
+115,152
162
$54.1M 0.1%
518,356
-132,149
163
$53.3M 0.1%
2,653,926
-145,455
164
$52.8M 0.1%
1,261,073
+11,762
165
$52.4M 0.1%
459,095
-277,614
166
$51.9M 0.1%
556,880
-11,430
167
$51.4M 0.1%
91,595
+18,502
168
$50.8M 0.1%
867,566
-57,417
169
$50.8M 0.1%
199,610
+61,043
170
$50.7M 0.1%
212,850
-34,669
171
$50.4M 0.1%
107,282
-4,926
172
$50.4M 0.1%
1,470,200
+21,617
173
$50.2M 0.1%
1,499,626
+231,160
174
$50M 0.1%
205,096
-39,419
175
$49.5M 0.1%
228,856
+15,921
5 6
7
8 9