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
$48.2B
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,852
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$72.9M
3
+$55M
4
RJF icon
Raymond James Financial
RJF
+$53M
5
META icon
Meta Platforms (Facebook)
META
+$51.7M

Top Sells

1
+$93M
2
+$83.2M
3
+$60.7M
4
ALGN icon
Align Technology
ALGN
+$59.3M
5
HEI icon
HEICO Corp
HEI
+$53.9M

Sector Composition

1 Technology 20.05%
2 Financials 12.75%
3 Industrials 10.12%
4 Consumer Discretionary 8.15%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.2M 0.08%
234,021
+232,659
227
$40M 0.08%
172,893
+21,835
228
$39.9M 0.08%
1,210,564
+206,690
229
$39.7M 0.08%
1,034,756
+28,374
230
$39.2M 0.08%
152,012
-6,860
231
$39.2M 0.08%
204,762
-222,677
232
$39.1M 0.08%
714,703
+24,887
233
$38.3M 0.08%
174,480
+154,959
234
$37.8M 0.08%
538,485
-1,061
235
$37.4M 0.08%
262,110
+11,243
236
$37.1M 0.08%
428,650
+394,130
237
$36.6M 0.08%
817,815
-641,225
238
$36.5M 0.08%
34,693
+761
239
$35.5M 0.07%
1,207,376
+5,694
240
$35.4M 0.07%
600,068
-66,214
241
$35.2M 0.07%
2,486,647
+105,407
242
$35.1M 0.07%
136,348
+108
243
$34.8M 0.07%
587,227
+12,404
244
$34.6M 0.07%
245,363
+33,773
245
$33.5M 0.07%
496,000
+17,290
246
$33.1M 0.07%
342,601
+4,570
247
$33.1M 0.07%
344,161
-4,734
248
$32.9M 0.07%
242,578
-24,081
249
$31.8M 0.07%
1,432,031
+52,274
250
$31.7M 0.07%
420,835
-28,765
8 9
10
11 12