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
576
$7.13M 0.01%
88,972
+2,033
577
$7.09M 0.01%
243,822
+27,425
578
$7.03M 0.01%
139,326
+4,422
579
$6.98M 0.01%
+48,685
580
$6.95M 0.01%
135,582
-1,959
581
$6.95M 0.01%
192,393
+2,291
582
$6.89M 0.01%
485,032
+23,346
583
$6.87M 0.01%
204,870
+8,427
584
$6.84M 0.01%
188,634
-615
585
$6.78M 0.01%
132,853
-2,341
586
$6.72M 0.01%
135,228
-36,215
587
$6.71M 0.01%
217,542
-14,653
588
$6.68M 0.01%
60,467
+25,254
589
$6.67M 0.01%
96,501
+2,888
590
$6.67M 0.01%
22,703
-6,944
591
$6.66M 0.01%
240,763
-116,062
592
$6.63M 0.01%
312,540
-4,643
593
$6.61M 0.01%
+188,352
594
$6.6M 0.01%
373,687
-688
595
$6.59M 0.01%
195,319
+3,852
596
$6.53M 0.01%
39,176
-154
597
$6.53M 0.01%
264,341
+23,498
598
$6.49M 0.01%
81,862
-9,030
599
$6.49M 0.01%
133,746
+9,653
600
$6.44M 0.01%
246,162
-77,304
22 23
24
25 26