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
401
$14.3M 0.03%
161,855
-5,385
402
$14.1M 0.03%
303,214
+18,118
403
$13.8M 0.03%
344,213
+28,874
404
$13.7M 0.03%
89,871
+13,245
405
$13.6M 0.03%
407,659
-11,465
406
$13.6M 0.03%
297,871
-58,454
407
$13.6M 0.03%
438,920
-3,195
408
$13.4M 0.03%
311,346
-74,265
409
$13.4M 0.03%
114,808
+338
410
$13.3M 0.03%
95,611
+4,763
411
$13.3M 0.03%
113,129
-1,096
412
$13.2M 0.03%
109,709
-18,428
413
$13.1M 0.03%
191,246
-1,582
414
$13.1M 0.03%
49,915
-28,898
415
$13.1M 0.03%
72,408
+10,995
416
$12.9M 0.03%
70,944
-5,278
417
$12.9M 0.03%
109,487
+15,128
418
$12.8M 0.03%
60,665
+539
419
$12.8M 0.03%
125,344
+2,202
420
$12.7M 0.03%
33,172
-575
421
$12.5M 0.03%
94,646
-4,817
422
$12.5M 0.03%
57,114
+884
423
$12.5M 0.03%
161,961
-4,072
424
$12.4M 0.03%
625,639
+11,090
425
$12.4M 0.03%
106,378
+104,462
15 16
17
18 19