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
301
$22.6M 0.05%
277,205
-78,121
302
$22.6M 0.05%
494,242
+219,471
303
$22.3M 0.05%
38,655
-241
304
$22.2M 0.05%
5,615
+116
305
$22.1M 0.05%
426,003
-7,551
306
$21.9M 0.05%
484,579
-72,711
307
$21.9M 0.05%
110,804
-11,877
308
$21.9M 0.05%
696,163
+96,023
309
$21.8M 0.05%
296,725
+7,601
310
$21.8M 0.05%
176,384
+564
311
$21.8M 0.05%
215,181
-3,653
312
$21.8M 0.05%
80,888
+497
313
$21.7M 0.04%
567,713
+4,579
314
$21.6M 0.04%
169,464
-29,047
315
$21.3M 0.04%
192,957
+3,179
316
$21.2M 0.04%
122,426
+1,147
317
$21.2M 0.04%
77,773
+1,516
318
$20.9M 0.04%
329,401
-573
319
$20.9M 0.04%
107,169
+1,097
320
$20.8M 0.04%
35,562
+832
321
$20.7M 0.04%
159,695
+17,277
322
$20.6M 0.04%
156,414
-2,209
323
$20.5M 0.04%
155,067
+1,667
324
$20.5M 0.04%
116,325
+12,070
325
$20.2M 0.04%
786,249
+49,466
11 12
13
14 15