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
1026
$1.58M ﹤0.01%
32,880
-1,214
1027
$1.58M ﹤0.01%
13,219
-4,174
1028
$1.58M ﹤0.01%
40,624
+678
1029
$1.57M ﹤0.01%
18,984
-811
1030
$1.57M ﹤0.01%
65,290
-12,478
1031
$1.56M ﹤0.01%
156,207
+1,615
1032
$1.55M ﹤0.01%
1,221,063
+481,307
1033
$1.55M ﹤0.01%
15,817
-1,883
1034
$1.54M ﹤0.01%
77,351
-4,731
1035
$1.54M ﹤0.01%
41,136
-1,896
1036
$1.53M ﹤0.01%
57,579
+12,847
1037
$1.53M ﹤0.01%
80,630
+3,227
1038
$1.52M ﹤0.01%
12,951
+593
1039
$1.51M ﹤0.01%
314,884
+243
1040
$1.51M ﹤0.01%
28,266
-5,809
1041
$1.51M ﹤0.01%
52,617
+51
1042
$1.51M ﹤0.01%
30,252
+1,647
1043
$1.5M ﹤0.01%
23,482
+99
1044
$1.5M ﹤0.01%
14,066
+419
1045
$1.49M ﹤0.01%
67,302
+13,092
1046
$1.48M ﹤0.01%
+35,526
1047
$1.48M ﹤0.01%
209,738
-10,397
1048
$1.48M ﹤0.01%
16,567
+2,351
1049
$1.46M ﹤0.01%
30,774
+371
1050
$1.45M ﹤0.01%
26,009
-35
40 41
42
43 44