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
976
$1.88M ﹤0.01%
30,794
+13,393
977
$1.88M ﹤0.01%
46,654
-4,882
978
$1.88M ﹤0.01%
62,769
+5,250
979
$1.87M ﹤0.01%
15,111
-2,283
980
$1.87M ﹤0.01%
31,438
+707
981
$1.86M ﹤0.01%
5,593
+184
982
$1.86M ﹤0.01%
67,892
-146
983
$1.86M ﹤0.01%
72,968
+19,964
984
$1.85M ﹤0.01%
+38,196
985
$1.85M ﹤0.01%
74,063
-3,413
986
$1.84M ﹤0.01%
173,460
+159,730
987
$1.83M ﹤0.01%
35,935
-1,199
988
$1.82M ﹤0.01%
64,950
+41,615
989
$1.82M ﹤0.01%
31,678
+3,970
990
$1.8M ﹤0.01%
20,474
-417
991
$1.8M ﹤0.01%
35,341
-434
992
$1.79M ﹤0.01%
39,423
+649
993
$1.78M ﹤0.01%
84,548
-11,936
994
$1.78M ﹤0.01%
18,861
-18,316
995
$1.75M ﹤0.01%
77,232
+11,974
996
$1.75M ﹤0.01%
8,109
+6
997
$1.75M ﹤0.01%
56,620
-62
998
$1.75M ﹤0.01%
35,953
-2,125
999
$1.74M ﹤0.01%
119,963
+6,599
1000
$1.74M ﹤0.01%
70,557
-8,514
38 39
40
41 42