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
1401
$486K ﹤0.01%
2,592
+321
1402
$486K ﹤0.01%
22,530
+1
1403
$485K ﹤0.01%
73,383
-50
1404
$485K ﹤0.01%
4,326
+211
1405
$483K ﹤0.01%
9,432
+504
1406
$479K ﹤0.01%
2,300
1407
$477K ﹤0.01%
26,162
+2,137
1408
$474K ﹤0.01%
12,044
+428
1409
$473K ﹤0.01%
46,109
-22,178
1410
$471K ﹤0.01%
9,789
1411
$470K ﹤0.01%
6,536
1412
$469K ﹤0.01%
1,230
-32
1413
$468K ﹤0.01%
2,553
1414
$466K ﹤0.01%
7,434
+612
1415
$465K ﹤0.01%
7,740
-3,569
1416
$462K ﹤0.01%
10,980
+159
1417
$461K ﹤0.01%
7,074
-675
1418
$459K ﹤0.01%
9,624
1419
$459K ﹤0.01%
9,229
-366
1420
$459K ﹤0.01%
19,751
-186
1421
$459K ﹤0.01%
+7,015
1422
$459K ﹤0.01%
8,617
-7,071
1423
$458K ﹤0.01%
14,060
+228
1424
$457K ﹤0.01%
9,468
-83
1425
$457K ﹤0.01%
14,808
+235
55 56
57
58 59