Baird Financial Group Portfolio holdings
AUM
$57B
1-Year Est. Return
20.87%
1 Year Est. Return
+20.87%
AUM
$51.9B
AUM Growth
-$352M
(-0.67%)
Holding
1,852
Top Buys
| 1 | +$220M | |
| 2 | +$99.5M | |
| 3 | +$88.5M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$83.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$59.7M |
Top Sells
| 1 | +$150M | |
| 2 | +$76.1M | |
| 3 | +$68.8M | |
| 4 |
Jack Henry & Associates
JKHY
|
+$59.2M |
| 5 |
Ingersoll Rand
IR
|
+$47.9M |
Sector Composition
| 1 | Technology | 16.93% |
| 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 | |
|---|---|---|---|---|---|---|
1851
Nu Holdings
NU
$73.4B
| – | – |
-10,749
|
|
||
1852
First Trust Emerging Markets AlphaDEX Fund
FEM
$461M
| – | – |
-19,094
|
|