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
1101
$1.24M ﹤0.01%
17,722
-323
1102
$1.23M ﹤0.01%
11,370
+1,980
1103
$1.23M ﹤0.01%
23,008
-64
1104
$1.22M ﹤0.01%
154,801
+3,436
1105
$1.22M ﹤0.01%
48,984
+4,127
1106
$1.22M ﹤0.01%
53,800
+24,214
1107
$1.21M ﹤0.01%
101,162
+1,539
1108
$1.2M ﹤0.01%
34,256
+16,910
1109
$1.19M ﹤0.01%
43,697
+1,598
1110
$1.19M ﹤0.01%
14,402
-251
1111
$1.18M ﹤0.01%
7,676
+1,031
1112
$1.17M ﹤0.01%
+19,780
1113
$1.17M ﹤0.01%
50,973
-7,095
1114
$1.17M ﹤0.01%
63,715
-542
1115
$1.17M ﹤0.01%
95,395
-6,572
1116
$1.17M ﹤0.01%
35,859
+3,638
1117
$1.16M ﹤0.01%
12,293
-406
1118
$1.16M ﹤0.01%
51,067
-1
1119
$1.15M ﹤0.01%
6,938
-365
1120
$1.15M ﹤0.01%
27,851
+314
1121
$1.15M ﹤0.01%
18,072
-2,433
1122
$1.15M ﹤0.01%
139,259
-856
1123
$1.15M ﹤0.01%
54,699
+1,050
1124
$1.15M ﹤0.01%
13,343
-23,570
1125
$1.14M ﹤0.01%
117,378
+24,656
43 44
45
46 47