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
826
$3.09M 0.01%
53,900
+3,414
827
$3.08M 0.01%
155,925
-3,433
828
$3.07M 0.01%
2,277,666
-22,649
829
$3.07M 0.01%
52,149
+8,158
830
$3.05M 0.01%
22,309
-84
831
$3.05M 0.01%
97,104
-72,909
832
$3.05M 0.01%
19,786
+479
833
$3.03M 0.01%
234,986
-14,579
834
$3.01M 0.01%
79,291
+207
835
$3.01M 0.01%
76,331
+225
836
$2.99M 0.01%
66,164
-1,658
837
$2.99M 0.01%
53,502
+43,281
838
$2.99M 0.01%
39,484
+2,974
839
$2.99M 0.01%
59,078
+3,422
840
$2.98M 0.01%
1,005
-531
841
$2.97M 0.01%
46,355
+20,531
842
$2.96M 0.01%
102,259
+9,707
843
$2.95M 0.01%
63,518
+1,084
844
$2.94M 0.01%
+48,906
845
$2.94M 0.01%
51,888
+606
846
$2.93M 0.01%
103,658
-1,817
847
$2.92M 0.01%
43,775
+1,303
848
$2.92M 0.01%
70,250
-23,114
849
$2.9M 0.01%
3,952
-377
850
$2.9M 0.01%
245,723
+15,117
32 33
34
35 36