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
676
$4.82M 0.01%
17,634
+1,542
677
$4.8M 0.01%
11,749
+13
678
$4.78M 0.01%
56,777
+4,467
679
$4.78M 0.01%
84,621
-1,177
680
$4.74M 0.01%
96,335
+7,464
681
$4.74M 0.01%
110,746
+10,030
682
$4.74M 0.01%
140,731
+5,069
683
$4.72M 0.01%
94,592
+1,641
684
$4.7M 0.01%
35,507
-7,872
685
$4.69M 0.01%
45,217
+2,410
686
$4.68M 0.01%
55,554
+5,271
687
$4.68M 0.01%
140,785
-4,208
688
$4.66M 0.01%
36,148
-11,705
689
$4.65M 0.01%
94,390
-6,549
690
$4.65M 0.01%
44,434
+5,799
691
$4.63M 0.01%
112,268
-4,336
692
$4.57M 0.01%
91,107
+959
693
$4.56M 0.01%
38,213
-11,282
694
$4.54M 0.01%
283,249
+59,397
695
$4.51M 0.01%
107,137
-13,931
696
$4.46M 0.01%
386,065
+2,942
697
$4.44M 0.01%
17,371
-387
698
$4.43M 0.01%
76,854
+6,361
699
$4.42M 0.01%
519,527
+8,058
700
$4.41M 0.01%
510,334
-7,230
26 27
28
29 30