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
1426
$456K ﹤0.01%
47,933
-3,413
1427
$456K ﹤0.01%
7,096
+1,700
1428
$455K ﹤0.01%
9,436
1429
$454K ﹤0.01%
4,506
-6,582
1430
$451K ﹤0.01%
1,368
-128
1431
$450K ﹤0.01%
3,531
-51
1432
$447K ﹤0.01%
5,987
+1,275
1433
$447K ﹤0.01%
1,510
+62
1434
$442K ﹤0.01%
8,658
1435
$441K ﹤0.01%
6,880
-45,999
1436
$441K ﹤0.01%
8,222
1437
$441K ﹤0.01%
6,198
+2,315
1438
$435K ﹤0.01%
24,263
+12,317
1439
$434K ﹤0.01%
42,002
-8,381
1440
$431K ﹤0.01%
5,186
-452
1441
$431K ﹤0.01%
3,028
1442
$429K ﹤0.01%
2,965
1443
$429K ﹤0.01%
5,744
-2
1444
$424K ﹤0.01%
3,286
1445
$422K ﹤0.01%
3,279
1446
$422K ﹤0.01%
21,317
-758
1447
$421K ﹤0.01%
3,628
+16
1448
$420K ﹤0.01%
1,344
-397
1449
$419K ﹤0.01%
+9,449
1450
$419K ﹤0.01%
3,144
+374
56 57
58
59 60