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
276
$25.4M 0.05%
112,120
-19,953
277
$25.4M 0.05%
954,377
-33,590
278
$25.2M 0.05%
53,763
-2,114
279
$25.1M 0.05%
127,893
-1,234
280
$25.1M 0.05%
344,667
+10,668
281
$24.6M 0.05%
38,097
+11,944
282
$24.6M 0.05%
126,493
-29,156
283
$24.3M 0.05%
581,260
+80,049
284
$24.2M 0.05%
83,457
+6,700
285
$24M 0.05%
836,544
+96,659
286
$24M 0.05%
431,628
+11,673
287
$23.9M 0.05%
102,175
-1,139
288
$23.8M 0.05%
574,250
-272,404
289
$23.8M 0.05%
122,641
+4,622
290
$23.8M 0.05%
310,375
-25,147
291
$23.8M 0.05%
306,737
-12,926
292
$23.5M 0.05%
219,622
+8,359
293
$23.5M 0.05%
1,351,529
-14,670
294
$23.4M 0.05%
303,154
-4,384
295
$23.3M 0.05%
458,772
+112,296
296
$23.3M 0.05%
278,469
-46,402
297
$23.2M 0.05%
112,963
-7,162
298
$23M 0.05%
629,692
-46,589
299
$22.9M 0.05%
488,950
+9,222
300
$22.7M 0.05%
196,896
-18,144
10 11
12
13 14