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
876
$2.67M 0.01%
34,898
+6,433
877
$2.67M 0.01%
39,269
+1,011
878
$2.67M 0.01%
8,108
-457
879
$2.64M 0.01%
42,494
-534
880
$2.63M 0.01%
106,245
+66,236
881
$2.62M 0.01%
74,301
-33,507
882
$2.61M 0.01%
55,026
-403
883
$2.61M 0.01%
115,595
+14,150
884
$2.58M 0.01%
36,055
+954
885
$2.58M 0.01%
145,227
+3,599
886
$2.55M 0.01%
10,340
+5,791
887
$2.53M 0.01%
8,611
+2,153
888
$2.53M 0.01%
+20,674
889
$2.53M 0.01%
28,690
+13,766
890
$2.52M 0.01%
36,084
891
$2.52M 0.01%
29,615
+2,404
892
$2.52M 0.01%
24,502
+16,251
893
$2.49M 0.01%
67,397
+36,009
894
$2.49M 0.01%
42,983
+18,929
895
$2.48M 0.01%
+36,226
896
$2.44M 0.01%
27,848
+19,884
897
$2.43M 0.01%
24,123
-13,440
898
$2.43M 0.01%
47,695
-34,786
899
$2.41M 0.01%
13,353
-82
900
$2.38M ﹤0.01%
38,829
-56
34 35
36
37 38