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
76
$125M 0.26%
2,307,417
-85,023
77
$122M 0.25%
1,568,611
-72,494
78
$122M 0.25%
219,754
+13,285
79
$121M 0.25%
508,013
+7,624
80
$121M 0.25%
614,871
-36,985
81
$120M 0.25%
2,271,640
-5,845
82
$120M 0.25%
269,002
+3,774
83
$119M 0.25%
830,736
-65,276
84
$117M 0.24%
982,698
+4,888
85
$114M 0.24%
233,327
-11,901
86
$113M 0.23%
1,234,966
+507,245
87
$112M 0.23%
613,032
+12,458
88
$109M 0.23%
461,071
-25,423
89
$108M 0.22%
2,017,005
+23,949
90
$107M 0.22%
285,914
+1,477
91
$107M 0.22%
1,038,016
-10,509
92
$106M 0.22%
312,233
+24
93
$106M 0.22%
464,552
+366
94
$104M 0.22%
334,257
-8,830
95
$104M 0.22%
348,470
+4,274
96
$104M 0.22%
914,553
-62,208
97
$103M 0.21%
101,183
-8,029
98
$103M 0.21%
1,313,272
-38,461
99
$103M 0.21%
3,461,025
+23,815
100
$101M 0.21%
332,070
-7,215
2 3
4
5 6