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
1176
$989K ﹤0.01%
6,203
+3,547
1177
$988K ﹤0.01%
35,432
+14,447
1178
$975K ﹤0.01%
10,830
-289
1179
$969K ﹤0.01%
9,898
-777
1180
$967K ﹤0.01%
9,274
-1,255
1181
$964K ﹤0.01%
27,108
-13,733
1182
$957K ﹤0.01%
4,966
-184
1183
$956K ﹤0.01%
43,550
-150,555
1184
$949K ﹤0.01%
139,899
1185
$948K ﹤0.01%
42,664
-9,278
1186
$946K ﹤0.01%
10,029
-141
1187
$942K ﹤0.01%
14,809
-885
1188
$942K ﹤0.01%
3,900
1189
$939K ﹤0.01%
9,752
+126
1190
$936K ﹤0.01%
51,539
+2,810
1191
$933K ﹤0.01%
7,900
+1,557
1192
$927K ﹤0.01%
183,872
-1,100
1193
$926K ﹤0.01%
10,484
-167
1194
$923K ﹤0.01%
32,043
+3,390
1195
$916K ﹤0.01%
18,617
-144,983
1196
$915K ﹤0.01%
11,245
+7,994
1197
$913K ﹤0.01%
8,432
+163
1198
$912K ﹤0.01%
26,226
-355
1199
$906K ﹤0.01%
12,315
-1,239
1200
$906K ﹤0.01%
29,572
+160
46 47
48
49 50