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
601
$6.4M 0.01%
74,731
+2,114
602
$6.39M 0.01%
107,173
-2,745
603
$6.33M 0.01%
41,718
+1,680
604
$6.29M 0.01%
20,389
+136
605
$6.27M 0.01%
92,828
+402
606
$6.25M 0.01%
4,895
+272
607
$6.24M 0.01%
25,216
-564
608
$6.22M 0.01%
43,621
+38,102
609
$6.16M 0.01%
26,584
+5,381
610
$6.15M 0.01%
102,642
-9,741
611
$6.14M 0.01%
101,089
+5,606
612
$6.13M 0.01%
15,867
+12,875
613
$6.12M 0.01%
55,909
+1,634
614
$6.12M 0.01%
47,646
+265
615
$6.04M 0.01%
107,052
-11,001
616
$6.02M 0.01%
55,452
-1,476
617
$6.01M 0.01%
90,434
+4,752
618
$5.98M 0.01%
26,066
+98
619
$5.98M 0.01%
230,457
-36,138
620
$5.94M 0.01%
35,198
+546
621
$5.78M 0.01%
317,260
-1,722
622
$5.77M 0.01%
80,110
-14,251
623
$5.77M 0.01%
96,289
-5,203
624
$5.76M 0.01%
62,699
-2,460
625
$5.73M 0.01%
9,630
+151
23 24
25
26 27