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
1126
$1.14M ﹤0.01%
28,023
-155
1127
$1.14M ﹤0.01%
10,943
+138
1128
$1.13M ﹤0.01%
45,135
-18,000
1129
$1.13M ﹤0.01%
14,761
-12,489
1130
$1.12M ﹤0.01%
12,802
-48,619
1131
$1.12M ﹤0.01%
52,795
+8,162
1132
$1.11M ﹤0.01%
+8,085
1133
$1.11M ﹤0.01%
13,780
+6,221
1134
$1.11M ﹤0.01%
23,283
+8,413
1135
$1.11M ﹤0.01%
8,179
-179
1136
$1.1M ﹤0.01%
129,244
+717
1137
$1.1M ﹤0.01%
31,666
-2,946
1138
$1.1M ﹤0.01%
136,600
+125,800
1139
$1.1M ﹤0.01%
58,653
+764
1140
$1.08M ﹤0.01%
16,756
+60
1141
$1.08M ﹤0.01%
+9,245
1142
$1.08M ﹤0.01%
131,175
-4,461
1143
$1.08M ﹤0.01%
6,248
-135
1144
$1.07M ﹤0.01%
29,747
1145
$1.06M ﹤0.01%
33,518
-1,443
1146
$1.06M ﹤0.01%
20,100
+9,872
1147
$1.06M ﹤0.01%
10,833
-87
1148
$1.06M ﹤0.01%
26,997
1149
$1.05M ﹤0.01%
15,970
1150
$1.05M ﹤0.01%
55,985
+25,020
44 45
46
47 48