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
1351
$552K ﹤0.01%
4,384
-44
1352
$552K ﹤0.01%
23,254
+2,887
1353
$549K ﹤0.01%
16,144
-1,283
1354
$548K ﹤0.01%
12,578
-1,501
1355
$548K ﹤0.01%
155,611
+19,050
1356
$546K ﹤0.01%
2,445
1357
$546K ﹤0.01%
44,205
-4,579
1358
$545K ﹤0.01%
24,974
+7,352
1359
$540K ﹤0.01%
21,782
+2,240
1360
$538K ﹤0.01%
84,789
+53,372
1361
$537K ﹤0.01%
14,084
-369
1362
$536K ﹤0.01%
+13,260
1363
$535K ﹤0.01%
4,758
+337
1364
$532K ﹤0.01%
16,343
+179
1365
$530K ﹤0.01%
32,825
+4,706
1366
$527K ﹤0.01%
19,675
-52,267
1367
$526K ﹤0.01%
51,265
-878
1368
$526K ﹤0.01%
21,165
+3,216
1369
$525K ﹤0.01%
10,592
+457
1370
$524K ﹤0.01%
15,034
-974
1371
$522K ﹤0.01%
31,364
+3,151
1372
$521K ﹤0.01%
6,768
-400
1373
$519K ﹤0.01%
4,886
+67
1374
$518K ﹤0.01%
4,948
-140
1375
$517K ﹤0.01%
6,919
-29,038
53 54
55
56 57