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
1276
$732K ﹤0.01%
80,944
-5,353
1277
$726K ﹤0.01%
+14,173
1278
$724K ﹤0.01%
+8,331
1279
$724K ﹤0.01%
69,472
+21,321
1280
$724K ﹤0.01%
67,586
-4,035
1281
$716K ﹤0.01%
43,611
+5,144
1282
$711K ﹤0.01%
8,676
-4
1283
$706K ﹤0.01%
67,976
+5,320
1284
$705K ﹤0.01%
18,455
-2,919
1285
$705K ﹤0.01%
17,283
+1,359
1286
$701K ﹤0.01%
12,735
+2,791
1287
$699K ﹤0.01%
26,331
-1,809
1288
$693K ﹤0.01%
4,332
-322,785
1289
$691K ﹤0.01%
117,659
+1,560
1290
$685K ﹤0.01%
16,212
-459
1291
$685K ﹤0.01%
37,988
-101
1292
$678K ﹤0.01%
9,886
+405
1293
$674K ﹤0.01%
30,134
-24,497
1294
$673K ﹤0.01%
+100,001
1295
$668K ﹤0.01%
4,083
+1,482
1296
$665K ﹤0.01%
39,482
-1,317
1297
$657K ﹤0.01%
40,835
+2,063
1298
$654K ﹤0.01%
5,285
+146
1299
$652K ﹤0.01%
12,790
+4,790
1300
$649K ﹤0.01%
18,883
-5,404
50 51
52
53 54