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
1301
$648K ﹤0.01%
85,548
-693
1302
$648K ﹤0.01%
542
+65
1303
$647K ﹤0.01%
7,408
-746
1304
$639K ﹤0.01%
16,956
+9,609
1305
$639K ﹤0.01%
14,368
-144
1306
$638K ﹤0.01%
1,144,899
-284,303
1307
$633K ﹤0.01%
8,439
-13,606
1308
$633K ﹤0.01%
51,527
+384
1309
$624K ﹤0.01%
7,582
-510
1310
$623K ﹤0.01%
18,437
-5,818
1311
$622K ﹤0.01%
14,225
-597
1312
$619K ﹤0.01%
30,120
-1,258
1313
$617K ﹤0.01%
15,370
-3,512
1314
$614K ﹤0.01%
8,347
+121
1315
$613K ﹤0.01%
22,005
+654
1316
$612K ﹤0.01%
12,265
+149
1317
$608K ﹤0.01%
12,650
-4,760
1318
$608K ﹤0.01%
84,066
+544
1319
$607K ﹤0.01%
14,375
+880
1320
$606K ﹤0.01%
1,994
+278
1321
$604K ﹤0.01%
23,956
-9,188
1322
$602K ﹤0.01%
14,679
+5,381
1323
$601K ﹤0.01%
4,341
+553
1324
$600K ﹤0.01%
8,286
1325
$597K ﹤0.01%
25,688
-456
51 52
53
54 55