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
1451
$419K ﹤0.01%
15,322
-10,769
1452
$418K ﹤0.01%
+34,271
1453
$415K ﹤0.01%
8,119
1454
$415K ﹤0.01%
2,670
-1,280
1455
$414K ﹤0.01%
19,570
-1,862
1456
$411K ﹤0.01%
18,537
+300
1457
$407K ﹤0.01%
7,500
1458
$407K ﹤0.01%
1,049
1459
$406K ﹤0.01%
6,541
1460
$405K ﹤0.01%
1,970
-6
1461
$403K ﹤0.01%
+19,254
1462
$403K ﹤0.01%
4,311
-198
1463
$402K ﹤0.01%
2,872
-129
1464
$401K ﹤0.01%
47,628
-8,000
1465
$398K ﹤0.01%
16,502
+3,300
1466
$398K ﹤0.01%
4,274
-280
1467
$397K ﹤0.01%
2,924
+92
1468
$396K ﹤0.01%
14,213
1469
$395K ﹤0.01%
9,877
+344
1470
$394K ﹤0.01%
15,670
-4,317
1471
$394K ﹤0.01%
13,284
-796
1472
$393K ﹤0.01%
26,389
-2,858
1473
$393K ﹤0.01%
7,484
-2,284
1474
$388K ﹤0.01%
25,236
-2,144
1475
$387K ﹤0.01%
14,726
-5,449
57 58
59
60 61