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
776
$3.52M 0.01%
180,693
777
$3.49M 0.01%
44,538
-158
778
$3.48M 0.01%
31,901
-12,783
779
$3.47M 0.01%
13,962
+4,354
780
$3.47M 0.01%
623,328
+80,474
781
$3.47M 0.01%
32,048
+2,811
782
$3.45M 0.01%
451,800
+18,669
783
$3.44M 0.01%
49,650
+2,117
784
$3.44M 0.01%
52,621
+564
785
$3.44M 0.01%
120,412
-7,887
786
$3.43M 0.01%
38,527
+23,512
787
$3.42M 0.01%
97,174
+5,478
788
$3.41M 0.01%
67,002
+5,773
789
$3.39M 0.01%
41,990
-1,144
790
$3.38M 0.01%
89,422
+111
791
$3.37M 0.01%
65,951
+13,703
792
$3.36M 0.01%
123,778
-4,494
793
$3.36M 0.01%
289,609
-25,425
794
$3.36M 0.01%
34,405
+9,106
795
$3.36M 0.01%
65,849
-5,676
796
$3.35M 0.01%
50,510
+13,592
797
$3.35M 0.01%
61,001
+1,362
798
$3.33M 0.01%
37,267
+11,685
799
$3.33M 0.01%
63,045
-79,462
800
$3.31M 0.01%
76,898
+7,183
30 31
32
33 34