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
26
$380M 0.79%
2,085,185
+119,645
27
$379M 0.79%
748,807
+31,351
28
$365M 0.76%
2,130,611
-26,898
29
$356M 0.74%
2,366,709
+95,396
30
$339M 0.7%
3,412,165
+124,210
31
$338M 0.7%
616,983
-6,221
32
$317M 0.66%
582,308
+12,440
33
$303M 0.63%
1,889,810
+115,830
34
$297M 0.62%
1,130,404
+21,009
35
$284M 0.59%
1,814,976
+2,507
36
$271M 0.56%
5,701,355
-115,555
37
$267M 0.55%
1,620,202
-17,710
38
$260M 0.54%
2,101,566
-32,012
39
$248M 0.51%
6,239,937
+200,720
40
$243M 0.5%
+1,419,167
41
$238M 0.49%
262,606
+24,979
42
$234M 0.49%
531,284
+15,574
43
$234M 0.49%
5,891,173
+372,692
44
$232M 0.48%
1,141,873
+27,448
45
$229M 0.48%
2,552,759
+106,227
46
$222M 0.46%
1,347,274
-20,344
47
$219M 0.45%
2,928,404
+149,654
48
$217M 0.45%
1,350,548
-15,744
49
$215M 0.45%
422,722
-40,457
50
$213M 0.44%
2,051,274
+21,365
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