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
1751
$18.3K ﹤0.01%
11,500
1752
$6.1K ﹤0.01%
20,000
-8,900
1753
$4.05K ﹤0.01%
619
-193
1754
– –
-2,767
1755
– –
-12,423
1756
– –
-1,617
1757
– –
-11,000
1758
– –
-11,179
1759
– –
-51,543
1760
– –
-22,289
1761
– –
-111,838
1762
– –
-1,476
1763
– –
-2,987
1764
– –
-5,215
1765
– –
-10,620
1766
– –
-4,694
1767
– –
-21,811
1768
– –
-16,152
1769
– –
-12,479
1770
– –
-711
1771
– –
-13,970
1772
– –
-19,094
1773
– –
-55,911
1774
– –
-13,118
1775
– –
-5,352
69 70
71
72 73