Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$234M
2
+$100M
3
+$96.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$90.4M
5
META icon
Meta Platforms (Facebook)
META
+$66.9M

Top Sells

1
+$164M
2
+$70.3M
3
+$63.4M
4
JKHY icon
Jack Henry & Associates
JKHY
+$56.6M
5
IR icon
Ingersoll Rand
IR
+$52.2M

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
– –
-54,500
1755
– –
-55,911
1756
– –
-13,118
1757
– –
-1,730
1758
– –
-35,625
1759
– –
-11,080
1760
– –
-6,338
1761
– –
-98,327
1762
– –
-9,217
1763
– –
-3,370
1764
– –
-7,591
1765
– –
-2,767
1766
– –
-4,749
1767
– –
-1,933
1768
– –
-4,114
1769
– –
-2,812
1770
– –
-36,018
1771
– –
-685
1772
– –
-8,924
1773
– –
-4,146
1774
– –
-19,094
1775
– –
-12,600
69 70
71
72 73