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
51
$212M 0.44%
1,696,999
+58,636
52
$203M 0.42%
3,417,518
+119,942
53
$196M 0.41%
2,666,662
+994,667
54
$188M 0.39%
2,009,527
+64,429
55
$184M 0.38%
3,144,447
-39,504
56
$176M 0.36%
1,010,986
-81,544
57
$170M 0.35%
635,021
+4,525
58
$165M 0.34%
209,751
+2,284
59
$164M 0.34%
2,829,764
+194,814
60
$161M 0.33%
1,396,469
+235,375
61
$160M 0.33%
2,007,253
+162,225
62
$160M 0.33%
731,866
-12,421
63
$155M 0.32%
3,531,590
+25,118
64
$148M 0.31%
2,187,665
-64,901
65
$146M 0.3%
4,523,643
+5,804
66
$146M 0.3%
571,786
-47,834
67
$143M 0.3%
2,436,011
+64,187
68
$139M 0.29%
444,697
-14,509
69
$139M 0.29%
289,227
+7,626
70
$137M 0.28%
919,080
+43,832
71
$133M 0.28%
400,286
+2,775
72
$129M 0.27%
649,555
-34,185
73
$129M 0.27%
532,773
-2,142
74
$128M 0.27%
155,972
-4,156
75
$126M 0.26%
270,987
-64,625
1 2
3
4 5