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
651
$5.23M 0.01%
58,079
+1,398
652
$5.23M 0.01%
19,434
+568
653
$5.2M 0.01%
73,902
+3,486
654
$5.19M 0.01%
27,008
+1,323
655
$5.18M 0.01%
154,816
+16,323
656
$5.18M 0.01%
13,863
-5,075
657
$5.16M 0.01%
112,040
+1,436
658
$5.14M 0.01%
441,882
+11,948
659
$5.12M 0.01%
55,261
-24,800
660
$5.09M 0.01%
111,418
+21,704
661
$5.09M 0.01%
241,920
+62,685
662
$5.05M 0.01%
58,798
+3,887
663
$5.03M 0.01%
52,844
+11,711
664
$5.03M 0.01%
23,902
+446
665
$5.03M 0.01%
11,938
-1,116
666
$4.99M 0.01%
71,091
+201
667
$4.99M 0.01%
+200,605
668
$4.98M 0.01%
120,004
+6,062
669
$4.96M 0.01%
91,479
+3,099
670
$4.95M 0.01%
40,589
-750
671
$4.92M 0.01%
140,405
-839
672
$4.9M 0.01%
97,310
-1,878
673
$4.88M 0.01%
85,261
-1,856
674
$4.85M 0.01%
74,725
+3,649
675
$4.83M 0.01%
486,557
+164,337
25 26
27
28 29