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
1826
– –
-101,320
1827
– –
-74,475
1828
– –
-50,339
1829
– –
-1,940
1830
– –
-6,228
1831
– –
-11,861
1832
– –
-81,680
1833
– –
-31,904
1834
– –
-56,129
1835
– –
-3,337
1836
– –
-4,663
1837
– –
-4,487
1838
– –
-4,156
1839
– –
-80,652
1840
– –
-19,175
1841
– –
-55,831
1842
– –
-8,559
1843
– –
-35,417
1844
– –
-14,137
1845
– –
-37,947
1846
– –
-159,448
1847
– –
-64,474
1848
– –
-18,163
1849
– –
-31,280
1850
– –
-23,000
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