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
626
$5.7M 0.01%
53,382
-4,270
627
$5.67M 0.01%
57,633
-33,439
628
$5.66M 0.01%
101,034
-5,377
629
$5.64M 0.01%
139,595
+1,711
630
$5.64M 0.01%
144,282
+3,047
631
$5.64M 0.01%
85,359
-9,577
632
$5.61M 0.01%
4,013
+211
633
$5.6M 0.01%
148,896
-5,537
634
$5.6M 0.01%
14,509
+2,432
635
$5.6M 0.01%
62,451
+137
636
$5.59M 0.01%
135,668
-352
637
$5.52M 0.01%
55,483
-8,356
638
$5.5M 0.01%
113,994
+11,442
639
$5.49M 0.01%
180,247
-561
640
$5.48M 0.01%
48,564
+87
641
$5.45M 0.01%
227,353
-14,164
642
$5.43M 0.01%
6,022
-289
643
$5.42M 0.01%
191,606
+62,480
644
$5.37M 0.01%
93,737
+7,206
645
$5.36M 0.01%
289,439
-10,456
646
$5.34M 0.01%
65,099
+4,729
647
$5.31M 0.01%
246,336
+3,210
648
$5.31M 0.01%
433,545
+19,864
649
$5.29M 0.01%
191,406
+8,802
650
$5.23M 0.01%
265,920
-1,152
24 25
26
27 28