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
1151
$1.05M ﹤0.01%
10,408
-2,064
1152
$1.05M ﹤0.01%
32,075
+2,017
1153
$1.05M ﹤0.01%
18,518
-4,693
1154
$1.04M ﹤0.01%
3,801
-233
1155
$1.04M ﹤0.01%
9,794
-8,668
1156
$1.04M ﹤0.01%
17,469
+2,992
1157
$1.04M ﹤0.01%
4,223
+159
1158
$1.04M ﹤0.01%
42,646
-23,040
1159
$1.04M ﹤0.01%
+6,039
1160
$1.04M ﹤0.01%
29,626
+5,261
1161
$1.04M ﹤0.01%
16,038
-754
1162
$1.04M ﹤0.01%
27,028
+481
1163
$1.04M ﹤0.01%
6,849
+278
1164
$1.03M ﹤0.01%
15,213
-333
1165
$1.03M ﹤0.01%
3,884
-52
1166
$1.02M ﹤0.01%
64,253
+27,442
1167
$1.02M ﹤0.01%
33,107
+2,281
1168
$1.02M ﹤0.01%
30,992
-19
1169
$1.01M ﹤0.01%
+19,309
1170
$1.01M ﹤0.01%
+57,699
1171
$1.01M ﹤0.01%
+8,908
1172
$994K ﹤0.01%
44,238
+8,680
1173
$993K ﹤0.01%
34,300
1174
$993K ﹤0.01%
23,659
-468
1175
$991K ﹤0.01%
+7,431
45 46
47
48 49