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
376
$16M 0.03%
60,159
-510
377
$16M 0.03%
115,478
+4,967
378
$15.9M 0.03%
202,069
+6,100
379
$15.8M 0.03%
71,943
-4,130
380
$15.8M 0.03%
345,645
+15,262
381
$15.7M 0.03%
286,007
+22,628
382
$15.6M 0.03%
460,682
-13,762
383
$15.6M 0.03%
39,834
-384
384
$15.5M 0.03%
303,430
+15,943
385
$15.3M 0.03%
58,605
+6,002
386
$15.2M 0.03%
366,172
-9,897
387
$15.2M 0.03%
727,745
+36,759
388
$15.2M 0.03%
251,583
-400,259
389
$15.2M 0.03%
86,560
-248,124
390
$15.1M 0.03%
109,027
-478
391
$15M 0.03%
507,742
+12,405
392
$14.7M 0.03%
120,109
-830
393
$14.7M 0.03%
96,507
-3,826
394
$14.7M 0.03%
459,234
+17,072
395
$14.7M 0.03%
455,619
+69,580
396
$14.7M 0.03%
143,215
+11,059
397
$14.4M 0.03%
184,805
+6,610
398
$14.4M 0.03%
332,134
+29,063
399
$14.3M 0.03%
143,737
-3,712
400
$14.3M 0.03%
51,868
+2,377
14 15
16
17 18