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
851
$2.87M 0.01%
32,060
-1,169
852
$2.87M 0.01%
92,135
+86,332
853
$2.87M 0.01%
182,798
-1,423
854
$2.87M 0.01%
42,982
+5,531
855
$2.86M 0.01%
38,521
-594
856
$2.85M 0.01%
44,952
+4,977
857
$2.85M 0.01%
78,781
-2,831
858
$2.84M 0.01%
21,510
-8,590
859
$2.84M 0.01%
127,343
-14,953
860
$2.83M 0.01%
26,593
-6,136
861
$2.8M 0.01%
199,484
+4,583
862
$2.79M 0.01%
42,687
-35
863
$2.79M 0.01%
29,298
+3,292
864
$2.78M 0.01%
+45,509
865
$2.78M 0.01%
19,728
+330
866
$2.77M 0.01%
27,753
+20,689
867
$2.76M 0.01%
27,642
+16,601
868
$2.75M 0.01%
28,790
+675
869
$2.75M 0.01%
+33,878
870
$2.75M 0.01%
212,470
-2,430
871
$2.7M 0.01%
25,643
+100
872
$2.69M 0.01%
2,264
+430
873
$2.69M 0.01%
48,178
+471
874
$2.68M 0.01%
47,026
+4,465
875
$2.68M 0.01%
11,374
-1,165
33 34
35
36 37