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
951
$2.01M ﹤0.01%
13,872
+18
952
$2M ﹤0.01%
156,494
-15,669
953
$1.99M ﹤0.01%
+43,339
954
$1.99M ﹤0.01%
36,084
+124
955
$1.99M ﹤0.01%
51,738
-1
956
$1.98M ﹤0.01%
56,407
-4,472
957
$1.97M ﹤0.01%
18,428
+3,257
958
$1.97M ﹤0.01%
14,439
-1,798
959
$1.97M ﹤0.01%
55,273
-2,022
960
$1.97M ﹤0.01%
45,092
-625
961
$1.95M ﹤0.01%
25,419
-65
962
$1.95M ﹤0.01%
36,885
+12,909
963
$1.95M ﹤0.01%
38,819
+3,019
964
$1.95M ﹤0.01%
144,683
-9,874
965
$1.95M ﹤0.01%
25,872
-6,969
966
$1.95M ﹤0.01%
9,590
-29,772
967
$1.94M ﹤0.01%
8,385
+544
968
$1.93M ﹤0.01%
21,844
-2,571
969
$1.93M ﹤0.01%
4,387
+71
970
$1.92M ﹤0.01%
25,989
-1,400
971
$1.91M ﹤0.01%
37,882
+1,833
972
$1.91M ﹤0.01%
16,578
-42,815
973
$1.9M ﹤0.01%
8,497
-2,673
974
$1.9M ﹤0.01%
135,859
+15,875
975
$1.89M ﹤0.01%
55,047
-3,216
37 38
39
40 41