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
201
$43M 0.08%
309,232
-60,811
202
$42.5M 0.08%
245,245
+29,739
203
$42.4M 0.08%
429,015
+4,298
204
$42.2M 0.08%
265,830
+2,055
205
$42.1M 0.08%
994,753
+232,197
206
$41.7M 0.08%
905,762
+3,182
207
$41.7M 0.08%
244,694
+22,469
208
$41.5M 0.08%
83,848
+38,730
209
$40.9M 0.08%
153,173
+6,423
210
$40.8M 0.08%
341,094
-20,469
211
$40.4M 0.08%
384,731
-1,768
212
$39.6M 0.08%
1,394,157
+15,250
213
$39.4M 0.08%
1,177,675
+1,017,114
214
$39.4M 0.08%
66,778
-13,014
215
$39.3M 0.08%
245,479
-2,445
216
$39.3M 0.08%
382,136
-45,780
217
$38.9M 0.08%
68,167
+7,256
218
$38.9M 0.07%
263,382
+10,358
219
$38.6M 0.07%
+518,958
220
$38.5M 0.07%
1,357,539
+49,430
221
$38.4M 0.07%
135,736
-57,280
222
$38.3M 0.07%
301,153
-53,084
223
$37.8M 0.07%
519,350
-23,730
224
$37.7M 0.07%
385,265
-7,396
225
$37.6M 0.07%
127,365
+2,419
7 8
9
10 11