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
1776
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-64,973
1777
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-1,933
1778
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-4,114
1779
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-2,812
1780
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-36,018
1781
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-685
1782
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-8,924
1783
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-4,146
1784
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-12,600
1785
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-21,811
1786
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-10,752
1787
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-2,743
1788
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-4,360
1789
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-16,098
1790
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-38,743
1791
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-88,539
1792
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-6,052
1793
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-1,667
1794
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-6,826
1795
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-6,707
1796
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-8,180
1797
– –
-6,947
1798
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-8,035
1799
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-22,289
1800
– –
-111,838
70 71
72
73 74