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
551
$7.69M 0.02%
373,462
+111,479
552
$7.68M 0.02%
35,817
+3,833
553
$7.66M 0.02%
29,310
-2,807
554
$7.66M 0.02%
416,872
+872
555
$7.62M 0.02%
137,928
+3,942
556
$7.59M 0.02%
53,088
-220,842
557
$7.58M 0.02%
419,941
-103,787
558
$7.58M 0.02%
309,894
+17,836
559
$7.49M 0.02%
123,508
-38,079
560
$7.48M 0.02%
113,937
+13,599
561
$7.47M 0.02%
95,387
-2,924
562
$7.46M 0.02%
120,151
+194
563
$7.44M 0.02%
529,383
+11,445
564
$7.42M 0.02%
49,287
-4,299
565
$7.38M 0.02%
16,425
+636
566
$7.32M 0.02%
885,159
+32,220
567
$7.31M 0.02%
89,509
+7,972
568
$7.28M 0.02%
80,530
-1,804
569
$7.28M 0.02%
204,614
-14,055
570
$7.27M 0.02%
72,842
-2,170
571
$7.27M 0.02%
145,624
-2,307
572
$7.25M 0.02%
164,392
-12,782
573
$7.18M 0.01%
61,109
+1,937
574
$7.15M 0.01%
24,338
-4,788
575
$7.14M 0.01%
198,062
+112,021
21 22
23
24 25