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
126
$78.5M 0.16%
428,917
-29,076
127
$78.2M 0.16%
430,315
-82,699
128
$77.9M 0.16%
469,428
-14,948
129
$77.9M 0.16%
444,052
+15,822
130
$76.5M 0.16%
358,447
-30,361
131
$76.1M 0.16%
1,517,978
+37,597
132
$74.4M 0.15%
94,575
+2,953
133
$74.3M 0.15%
674,368
+24,633
134
$74.3M 0.15%
526,051
+61,059
135
$73.6M 0.15%
378,525
+9,335
136
$73.3M 0.15%
871,712
+31,450
137
$72.8M 0.15%
166,016
+7,306
138
$72.4M 0.15%
529,017
+10,205
139
$72.4M 0.15%
465,610
-10,328
140
$72M 0.15%
296,956
-20,767
141
$71.8M 0.15%
241,447
-741
142
$71.4M 0.15%
1,751,846
-221,809
143
$71.2M 0.15%
353,757
-23,585
144
$71.1M 0.15%
352,407
-17,279
145
$70.9M 0.15%
184,092
+14,790
146
$70.7M 0.15%
777,749
-205,756
147
$69.7M 0.14%
989,575
+126,636
148
$69.6M 0.14%
325,765
+834
149
$69.3M 0.14%
697,252
-47,167
150
$68.8M 0.14%
1,098,763
+79,063
4 5
6
7 8