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
1326
$591K ﹤0.01%
94,620
+3,458
1327
$591K ﹤0.01%
36,364
+2,535
1328
$588K ﹤0.01%
+58,323
1329
$586K ﹤0.01%
31,158
-402
1330
$583K ﹤0.01%
+6,032
1331
$583K ﹤0.01%
4,939
-75
1332
$582K ﹤0.01%
2,147
+80
1333
$582K ﹤0.01%
3,276
-139
1334
$581K ﹤0.01%
29,664
-2,544
1335
$580K ﹤0.01%
7,578
1336
$579K ﹤0.01%
5,448
1337
$578K ﹤0.01%
24,267
+3,886
1338
$576K ﹤0.01%
5,773
-1,000
1339
$575K ﹤0.01%
10,986
-97
1340
$571K ﹤0.01%
6,129
-500
1341
$571K ﹤0.01%
4,138
+80
1342
$569K ﹤0.01%
16,088
-639
1343
$568K ﹤0.01%
2,584
1344
$565K ﹤0.01%
6,677
-1,075
1345
$564K ﹤0.01%
32,682
-2,315
1346
$563K ﹤0.01%
27,220
+739
1347
$562K ﹤0.01%
3,361
+292
1348
$562K ﹤0.01%
24,153
+4,055
1349
$562K ﹤0.01%
16,228
-1,799
1350
$556K ﹤0.01%
14,049
-175
52 53
54
55 56