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
1476
$386K ﹤0.01%
6,859
-8,863
1477
$384K ﹤0.01%
16,485
+254
1478
$384K ﹤0.01%
1,955
+33
1479
$382K ﹤0.01%
10,606
-3,394
1480
$381K ﹤0.01%
5,966
+2,908
1481
$380K ﹤0.01%
9,152
+231
1482
$379K ﹤0.01%
6,900
-197
1483
$379K ﹤0.01%
2,208
-213
1484
$378K ﹤0.01%
2,434
+499
1485
$375K ﹤0.01%
267,705
+100,000
1486
$375K ﹤0.01%
1,253
-108
1487
$374K ﹤0.01%
5,001
1488
$373K ﹤0.01%
14,528
+4,286
1489
$372K ﹤0.01%
5,445
+150
1490
$372K ﹤0.01%
8,525
-1,000
1491
$371K ﹤0.01%
13,634
-213
1492
$367K ﹤0.01%
5,232
+683
1493
$365K ﹤0.01%
5,400
-118
1494
$365K ﹤0.01%
18,232
-119
1495
$365K ﹤0.01%
8,070
+1,453
1496
$364K ﹤0.01%
2,998
+817
1497
$364K ﹤0.01%
25,187
1498
$363K ﹤0.01%
37,617
+20,192
1499
$363K ﹤0.01%
40,794
1500
$361K ﹤0.01%
2,900
58 59
60
61 62