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
1501
$358K ﹤0.01%
22,074
1502
$358K ﹤0.01%
13,101
-100
1503
$358K ﹤0.01%
+3,101
1504
$355K ﹤0.01%
55,311
+631
1505
$354K ﹤0.01%
2,199
1506
$353K ﹤0.01%
+6,612
1507
$352K ﹤0.01%
3,127
-7,398
1508
$350K ﹤0.01%
4,251
+846
1509
$348K ﹤0.01%
1,714
-2
1510
$348K ﹤0.01%
3,639
-31,853
1511
$347K ﹤0.01%
25,137
+1,088
1512
$347K ﹤0.01%
9,690
-160
1513
$346K ﹤0.01%
3,493
+762
1514
$345K ﹤0.01%
+23,902
1515
$343K ﹤0.01%
2,544
+602
1516
$342K ﹤0.01%
10,195
1517
$342K ﹤0.01%
9,240
1518
$341K ﹤0.01%
45
1519
$341K ﹤0.01%
1,759
-455
1520
$338K ﹤0.01%
4,500
1521
$336K ﹤0.01%
3,422
-572
1522
$335K ﹤0.01%
20,550
+1,000
1523
$333K ﹤0.01%
2,288
1524
$331K ﹤0.01%
17,664
-1,819
1525
$330K ﹤0.01%
14,536
-334
59 60
61
62 63