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
926
$2.23M ﹤0.01%
22,200
-9,293
927
$2.23M ﹤0.01%
272,393
+2,332
928
$2.21M ﹤0.01%
20,350
-6,998
929
$2.18M ﹤0.01%
31,399
-850
930
$2.16M ﹤0.01%
+50,225
931
$2.16M ﹤0.01%
57,595
+39,347
932
$2.15M ﹤0.01%
22,232
+11,586
933
$2.14M ﹤0.01%
50,813
+3,885
934
$2.11M ﹤0.01%
244,728
-21,890
935
$2.1M ﹤0.01%
18,179
-1,177
936
$2.09M ﹤0.01%
104,276
+12,755
937
$2.08M ﹤0.01%
17,597
-122
938
$2.07M ﹤0.01%
67,207
+1,155
939
$2.07M ﹤0.01%
44,748
+17,845
940
$2.07M ﹤0.01%
70,356
+732
941
$2.06M ﹤0.01%
351,159
-30,041
942
$2.05M ﹤0.01%
26,882
-30,868
943
$2.05M ﹤0.01%
164,062
944
$2.04M ﹤0.01%
40,373
+35,319
945
$2.03M ﹤0.01%
33,726
+4,930
946
$2.03M ﹤0.01%
27,591
+4,115
947
$2.03M ﹤0.01%
39,249
+6,083
948
$2.02M ﹤0.01%
19,514
+949
949
$2.01M ﹤0.01%
5,507
+40
950
$2.01M ﹤0.01%
11,535
-886
36 37
38
39 40