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
1376
$514K ﹤0.01%
3,253
+13
1377
$512K ﹤0.01%
2,776
-500
1378
$511K ﹤0.01%
18,463
+523
1379
$510K ﹤0.01%
5,022
-1,065
1380
$509K ﹤0.01%
41,508
+18,863
1381
$508K ﹤0.01%
17,765
-1,262
1382
$507K ﹤0.01%
11,908
-300
1383
$507K ﹤0.01%
9,205
-64
1384
$506K ﹤0.01%
4,207
+36
1385
$506K ﹤0.01%
10,050
+3,025
1386
$505K ﹤0.01%
10,481
-327
1387
$505K ﹤0.01%
46,332
+5,368
1388
$505K ﹤0.01%
6,443
-21,358
1389
$503K ﹤0.01%
43,074
-3,722
1390
$503K ﹤0.01%
+16,944
1391
$500K ﹤0.01%
21,080
-6,150
1392
$500K ﹤0.01%
5,407
-225
1393
$499K ﹤0.01%
2,244
-1,481
1394
$497K ﹤0.01%
7,084
1395
$496K ﹤0.01%
36,776
+2,590
1396
$495K ﹤0.01%
6,994
1397
$493K ﹤0.01%
+14,905
1398
$490K ﹤0.01%
28,499
+273
1399
$487K ﹤0.01%
51,462
1400
$487K ﹤0.01%
4,197
-1,565
54 55
56
57 58