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
351
$17.6M 0.04%
379,873
+44,069
352
$17.6M 0.04%
161,806
+2,080
353
$17.4M 0.04%
58,359
+11,126
354
$17.4M 0.04%
212,965
-7,894
355
$17.3M 0.04%
519,377
+19,297
356
$17.3M 0.04%
194,123
-1,553
357
$17.2M 0.04%
145,231
+651
358
$17.2M 0.04%
152,984
+19,877
359
$17.1M 0.04%
402,082
-4,829
360
$17M 0.04%
113,033
+2,389
361
$17M 0.04%
725,600
+454,679
362
$16.9M 0.04%
248,746
+526
363
$16.9M 0.04%
66,409
+2,043
364
$16.8M 0.03%
188,143
+1,240
365
$16.8M 0.03%
141,058
+11,034
366
$16.7M 0.03%
74,142
-10,404
367
$16.6M 0.03%
370,415
-11,190
368
$16.6M 0.03%
1,262,008
+127,937
369
$16.2M 0.03%
36,490
+12,849
370
$16.2M 0.03%
167,072
+1,823
371
$16.2M 0.03%
481,121
-29,118
372
$16.2M 0.03%
332,158
-2,518
373
$16.2M 0.03%
143,973
+3,133
374
$16.1M 0.03%
278,937
+9,829
375
$16.1M 0.03%
135,174
+1,214
13 14
15
16 17