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
726
$4.03M 0.01%
34,909
+4,615
727
$3.98M 0.01%
1,258
-31
728
$3.96M 0.01%
61,413
-19,019
729
$3.95M 0.01%
47,226
+33,236
730
$3.94M 0.01%
83,917
+279
731
$3.94M 0.01%
84,760
-9,223
732
$3.93M 0.01%
46,786
+3,065
733
$3.91M 0.01%
65,181
+62,132
734
$3.9M 0.01%
12,398
-122
735
$3.88M 0.01%
72,258
+8,142
736
$3.88M 0.01%
166,888
+10,046
737
$3.87M 0.01%
40,064
-4,274
738
$3.87M 0.01%
55,113
+626
739
$3.85M 0.01%
28,050
-52,939
740
$3.84M 0.01%
2,439
+88
741
$3.83M 0.01%
22,544
-35
742
$3.83M 0.01%
36,680
-318
743
$3.81M 0.01%
20,867
+180
744
$3.81M 0.01%
49,683
+344
745
$3.8M 0.01%
27,865
-77
746
$3.8M 0.01%
56,992
-379
747
$3.79M 0.01%
187,185
+1,435
748
$3.77M 0.01%
+20,046
749
$3.75M 0.01%
65,748
+37,351
750
$3.75M 0.01%
2,520
+597
28 29
30
31 32