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
451
$11M 0.02%
1,339,519
-126,625
452
$10.9M 0.02%
83,092
+5,494
453
$10.9M 0.02%
86,851
+4,608
454
$10.8M 0.02%
134,042
+11,374
455
$10.8M 0.02%
35,227
+6,125
456
$10.8M 0.02%
146,188
+17,880
457
$10.8M 0.02%
152,435
+4,538
458
$10.8M 0.02%
328,854
+11,438
459
$10.8M 0.02%
70,659
+67,802
460
$10.8M 0.02%
560,945
+488,550
461
$10.7M 0.02%
252,204
+6,805
462
$10.7M 0.02%
274,847
+48,929
463
$10.6M 0.02%
374,662
+7,286
464
$10.6M 0.02%
76,699
+10,310
465
$10.5M 0.02%
173,515
+65
466
$10.5M 0.02%
110,838
-2,273
467
$10.4M 0.02%
174,129
-398
468
$10.4M 0.02%
106,454
+13,347
469
$10.4M 0.02%
746,911
+58,471
470
$10.4M 0.02%
56,334
+5,750
471
$10.3M 0.02%
535,645
+467,209
472
$10.3M 0.02%
193,540
-3,865
473
$10.2M 0.02%
235,204
+14,691
474
$10.1M 0.02%
192,773
-1,864
475
$10.1M 0.02%
328,755
+1,799
17 18
19
20 21