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
1226
$846K ﹤0.01%
20,865
1227
$845K ﹤0.01%
21,944
+445
1228
$841K ﹤0.01%
17,815
-21,990
1229
$840K ﹤0.01%
15,694
-18,348
1230
$839K ﹤0.01%
35,345
-1,447
1231
$837K ﹤0.01%
56,570
+2,697
1232
$836K ﹤0.01%
15,503
+10,176
1233
$835K ﹤0.01%
29,935
-163
1234
$834K ﹤0.01%
31,822
-795
1235
$831K ﹤0.01%
326,035
1236
$831K ﹤0.01%
12,902
+1,573
1237
$828K ﹤0.01%
18,544
+3,286
1238
$828K ﹤0.01%
13,990
+744
1239
$823K ﹤0.01%
35,936
-2,856
1240
$821K ﹤0.01%
8,781
+1,819
1241
$819K ﹤0.01%
+27,597
1242
$816K ﹤0.01%
22,087
+8,164
1243
$814K ﹤0.01%
33,968
-1,543
1244
$813K ﹤0.01%
21,236
-629
1245
$813K ﹤0.01%
67,208
-3,695
1246
$813K ﹤0.01%
65,210
-6,253
1247
$812K ﹤0.01%
45,052
1248
$810K ﹤0.01%
8,564
+5,222
1249
$808K ﹤0.01%
29,014
1250
$805K ﹤0.01%
76,117
-4,065
48 49
50
51 52