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
701
$4.37M 0.01%
50,146
+45,717
702
$4.36M 0.01%
42,230
+21,977
703
$4.36M 0.01%
156,569
-5,671
704
$4.34M 0.01%
40,287
-1,475
705
$4.28M 0.01%
154,385
+585
706
$4.28M 0.01%
58,747
-120
707
$4.27M 0.01%
9,938
+8,806
708
$4.27M 0.01%
+10,379
709
$4.25M 0.01%
69,034
+3,244
710
$4.25M 0.01%
26,080
+8,156
711
$4.24M 0.01%
9,924
-293
712
$4.22M 0.01%
81,045
+4,700
713
$4.21M 0.01%
81,801
+388
714
$4.2M 0.01%
38,571
+29,237
715
$4.19M 0.01%
33,661
+4,506
716
$4.18M 0.01%
15,933
+799
717
$4.18M 0.01%
45,857
+2,834
718
$4.17M 0.01%
39,888
-1,507
719
$4.15M 0.01%
744,162
+28,765
720
$4.12M 0.01%
84,692
+4,221
721
$4.11M 0.01%
71,247
-978
722
$4.08M 0.01%
82,541
-2,803
723
$4.07M 0.01%
149,604
-582
724
$4.07M 0.01%
26,828
-921
725
$4.05M 0.01%
210,938
+24,810
27 28
29
30 31