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
426
$12.4M 0.03%
604,298
+448,501
427
$12.3M 0.03%
84,712
-6,288
428
$12.3M 0.03%
317,090
-276,926
429
$12.3M 0.03%
259,338
+30,028
430
$12.2M 0.03%
145,624
-2,890
431
$12.2M 0.03%
29,878
-399
432
$12.1M 0.03%
255,343
+21,070
433
$12.1M 0.03%
664,888
+9,601
434
$12M 0.02%
283,374
-13,503
435
$11.9M 0.02%
44,643
-1,463
436
$11.8M 0.02%
94,098
-748
437
$11.8M 0.02%
80,899
-1,963
438
$11.6M 0.02%
174,707
-2,966
439
$11.6M 0.02%
41,910
+350
440
$11.5M 0.02%
107,369
-83
441
$11.5M 0.02%
140,040
+11,260
442
$11.4M 0.02%
399,807
-10,727
443
$11.3M 0.02%
335,951
+10,839
444
$11.3M 0.02%
445,964
+87,762
445
$11.3M 0.02%
46,690
-15,474
446
$11.3M 0.02%
182,731
+48,348
447
$11.2M 0.02%
231,253
+38,216
448
$11.2M 0.02%
420,547
+8,271
449
$11.1M 0.02%
175,177
+2,997
450
$11M 0.02%
63,049
-558
16 17
18
19 20