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
1051
$1.45M ﹤0.01%
19,532
-754
1052
$1.45M ﹤0.01%
+33,910
1053
$1.44M ﹤0.01%
19,133
+2,660
1054
$1.44M ﹤0.01%
5,047
-3,683
1055
$1.44M ﹤0.01%
96,198
+4,073
1056
$1.43M ﹤0.01%
+16,012
1057
$1.43M ﹤0.01%
30,136
-39,169
1058
$1.42M ﹤0.01%
14,925
-723
1059
$1.42M ﹤0.01%
162,551
+62,509
1060
$1.42M ﹤0.01%
44,154
-9,112
1061
$1.42M ﹤0.01%
37,356
+1,984
1062
$1.42M ﹤0.01%
20,340
+10,945
1063
$1.42M ﹤0.01%
25,816
+9,700
1064
$1.41M ﹤0.01%
11,481
-215
1065
$1.41M ﹤0.01%
26,070
-677
1066
$1.41M ﹤0.01%
526,649
+95,181
1067
$1.4M ﹤0.01%
63,600
+7,226
1068
$1.39M ﹤0.01%
34,025
+4,445
1069
$1.39M ﹤0.01%
+6,600
1070
$1.38M ﹤0.01%
179,589
1071
$1.38M ﹤0.01%
9,131
-663
1072
$1.38M ﹤0.01%
21,265
+4,519
1073
$1.38M ﹤0.01%
29,955
+1,963
1074
$1.37M ﹤0.01%
10,626
+2,541
1075
$1.36M ﹤0.01%
98,335
+1,971
41 42
43
44 45