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
1201
$904K ﹤0.01%
13,924
-881
1202
$903K ﹤0.01%
28,041
+1,467
1203
$902K ﹤0.01%
24,583
+3,073
1204
$900K ﹤0.01%
72,968
-4,941
1205
$900K ﹤0.01%
6,492
-1,386
1206
$899K ﹤0.01%
15,468
-1,322
1207
$894K ﹤0.01%
14,235
+5,226
1208
$893K ﹤0.01%
2,203
+233
1209
$884K ﹤0.01%
7,710
+2,486
1210
$884K ﹤0.01%
79,106
-22,910
1211
$882K ﹤0.01%
16,264
+3,489
1212
$882K ﹤0.01%
125,062
1213
$878K ﹤0.01%
10,932
-2,901
1214
$873K ﹤0.01%
23,605
+403
1215
$870K ﹤0.01%
88,284
-234
1216
$869K ﹤0.01%
+127,822
1217
$866K ﹤0.01%
5,370
-21,816
1218
$866K ﹤0.01%
5,961
+385
1219
$863K ﹤0.01%
+7,379
1220
$861K ﹤0.01%
24,197
+8,363
1221
$858K ﹤0.01%
368,183
+199,709
1222
$857K ﹤0.01%
14,532
-127
1223
$856K ﹤0.01%
40,491
-12,702
1224
$853K ﹤0.01%
15,249
+1,801
1225
$852K ﹤0.01%
163,766
-113,619
47 48
49
50 51