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
1001
$1.74M ﹤0.01%
64,704
+30,257
1002
$1.72M ﹤0.01%
45,221
+2,394
1003
$1.72M ﹤0.01%
32,345
-188
1004
$1.71M ﹤0.01%
27,965
-1,726
1005
$1.71M ﹤0.01%
141,546
-43,956
1006
$1.7M ﹤0.01%
157,670
+2,494
1007
$1.69M ﹤0.01%
+40,126
1008
$1.69M ﹤0.01%
37,542
-575
1009
$1.69M ﹤0.01%
32,334
+7,615
1010
$1.69M ﹤0.01%
9,553
-2,620
1011
$1.68M ﹤0.01%
10,208
+228
1012
$1.68M ﹤0.01%
58,265
-473
1013
$1.68M ﹤0.01%
8,114
+2,594
1014
$1.67M ﹤0.01%
84,037
-3,064
1015
$1.66M ﹤0.01%
57,961
1016
$1.65M ﹤0.01%
12,273
-865
1017
$1.63M ﹤0.01%
44,128
-8,495
1018
$1.63M ﹤0.01%
21,420
+211
1019
$1.62M ﹤0.01%
20,249
+142
1020
$1.61M ﹤0.01%
77,307
+59
1021
$1.61M ﹤0.01%
20,644
-752
1022
$1.6M ﹤0.01%
9,567
+452
1023
$1.59M ﹤0.01%
223,908
+6,461
1024
$1.59M ﹤0.01%
71,699
+38,174
1025
$1.59M ﹤0.01%
9,035
+450
39 40
41
42 43