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
526
$8.64M 0.02%
26,149
-485
527
$8.63M 0.02%
458,328
+42,060
528
$8.62M 0.02%
96,022
+30,194
529
$8.56M 0.02%
255,789
+21,923
530
$8.51M 0.02%
32,833
+43
531
$8.5M 0.02%
183,434
-3,440
532
$8.48M 0.02%
107,766
+2,969
533
$8.48M 0.02%
92,379
+1,717
534
$8.37M 0.02%
52,394
-503
535
$8.23M 0.02%
63,471
+9,569
536
$8.22M 0.02%
100,847
+1,647
537
$8.16M 0.02%
119,523
-40,085
538
$8.13M 0.02%
25,909
-2,012
539
$8.12M 0.02%
1,183,482
+44,245
540
$8.1M 0.02%
59,229
+4,479
541
$8.1M 0.02%
80,242
+2,991
542
$8.05M 0.02%
27,972
+2,657
543
$7.99M 0.02%
18,338
+3,726
544
$7.99M 0.02%
64,770
-1,520
545
$7.98M 0.02%
422,368
+34,295
546
$7.96M 0.02%
32,984
-245,717
547
$7.93M 0.02%
586,344
+36,913
548
$7.91M 0.02%
253,865
-3,956
549
$7.86M 0.02%
130,784
+10,241
550
$7.81M 0.02%
193,119
+4,375
20 21
22
23 24