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
1726
$85K ﹤0.01%
+17,390
1727
$84.6K ﹤0.01%
10,050
1728
$83.8K ﹤0.01%
10,700
1729
$83.5K ﹤0.01%
+10,261
1730
$79.8K ﹤0.01%
+22,097
1731
$76.7K ﹤0.01%
14,498
+203
1732
$75.6K ﹤0.01%
12,555
1733
$71.2K ﹤0.01%
17,125
+150
1734
$71K ﹤0.01%
2,933
+290
1735
$69K ﹤0.01%
17,640
-417
1736
$59K ﹤0.01%
+20,000
1737
$55.6K ﹤0.01%
15,000
+950
1738
$55K ﹤0.01%
+500,000
1739
$48.8K ﹤0.01%
13,000
1740
$41.1K ﹤0.01%
21,393
+4,000
1741
$37.7K ﹤0.01%
13,665
-355
1742
$35.7K ﹤0.01%
30,751
1743
$35.2K ﹤0.01%
30,600
1744
$32.9K ﹤0.01%
24,367
-6,300
1745
$32.9K ﹤0.01%
16,036
+154
1746
$31.2K ﹤0.01%
4,458
-17,004
1747
$29.9K ﹤0.01%
10,500
1748
$29K ﹤0.01%
25,000
1749
$24.4K ﹤0.01%
13,249
1750
$18.7K ﹤0.01%
15,090
68 69
70
71 72