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
476
$10M 0.02%
503,589
+459,206
477
$10M 0.02%
166,613
+22,264
478
$10M 0.02%
115,874
-22,636
479
$9.97M 0.02%
416,294
-7,411
480
$9.96M 0.02%
107,877
+32,811
481
$9.95M 0.02%
793,596
-23,459
482
$9.92M 0.02%
664,668
+121,408
483
$9.91M 0.02%
39,715
-1,165
484
$9.85M 0.02%
195,828
+4,377
485
$9.84M 0.02%
103,032
-6,256
486
$9.8M 0.02%
18,082
+705
487
$9.68M 0.02%
76,792
-64
488
$9.68M 0.02%
395,334
+14,428
489
$9.68M 0.02%
33,370
+2,119
490
$9.64M 0.02%
132,625
-37,017
491
$9.57M 0.02%
401,359
-34,157
492
$9.55M 0.02%
195,810
-637
493
$9.55M 0.02%
48,404
-3,759
494
$9.54M 0.02%
46,382
+3,987
495
$9.5M 0.02%
155,391
+23,006
496
$9.49M 0.02%
68,966
+36,799
497
$9.46M 0.02%
189,440
-2,140
498
$9.43M 0.02%
137,468
+6,481
499
$9.41M 0.02%
174,480
+5,557
500
$9.4M 0.02%
+505,841
18 19
20
21 22