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
1251
$803K ﹤0.01%
29,443
1252
$803K ﹤0.01%
107,917
-5,193
1253
$801K ﹤0.01%
48,978
+6,719
1254
$799K ﹤0.01%
4,739
-674
1255
$799K ﹤0.01%
10,630
-122
1256
$798K ﹤0.01%
8,997
+196
1257
$797K ﹤0.01%
26,236
+208
1258
$796K ﹤0.01%
6,134
-89
1259
$796K ﹤0.01%
+50,000
1260
$794K ﹤0.01%
2,671
+2,108
1261
$791K ﹤0.01%
15,844
+626
1262
$787K ﹤0.01%
25,405
-4,347
1263
$781K ﹤0.01%
4,551
+101
1264
$774K ﹤0.01%
27,661
+415
1265
$774K ﹤0.01%
79,855
-4,039
1266
$770K ﹤0.01%
+13,260
1267
$763K ﹤0.01%
53,124
+20,681
1268
$754K ﹤0.01%
99,043
-4,900
1269
$744K ﹤0.01%
51,335
+13,991
1270
$744K ﹤0.01%
12,410
-133
1271
$740K ﹤0.01%
16,152
-23,809
1272
$734K ﹤0.01%
14,798
+5,307
1273
$734K ﹤0.01%
9,881
-22
1274
$733K ﹤0.01%
1,351
-3,084
1275
$732K ﹤0.01%
151,931
49 50
51
52 53