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
326
$20M 0.04%
185,964
-5,511
327
$19.9M 0.04%
430,743
-12,151
328
$19.8M 0.04%
652,871
+66,109
329
$19.8M 0.04%
111,288
-7,611
330
$19.3M 0.04%
247,666
+6,715
331
$19.2M 0.04%
445,591
-23,324
332
$19.2M 0.04%
161,808
+1,283
333
$19M 0.04%
459,697
+19,377
334
$18.7M 0.04%
314,547
-83,695
335
$18.7M 0.04%
980,110
-89,272
336
$18.6M 0.04%
48,779
+8,360
337
$18.5M 0.04%
450,787
-119,033
338
$18.5M 0.04%
434,935
+13,900
339
$18.4M 0.04%
136,694
-25,149
340
$18.4M 0.04%
259,808
+1,712
341
$18.3M 0.04%
380,468
+29,593
342
$18.3M 0.04%
207,427
+9,547
343
$18.3M 0.04%
267,917
-4,135
344
$18.2M 0.04%
265,438
+69,495
345
$18.1M 0.04%
192,776
+14,259
346
$18.1M 0.04%
88,771
-877
347
$17.8M 0.04%
227,288
+5,843
348
$17.8M 0.04%
100,923
+7,843
349
$17.8M 0.04%
282,199
+3,770
350
$17.8M 0.04%
304,943
+17,797
12 13
14
15 16