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
1526
$330K ﹤0.01%
6,179
1527
$329K ﹤0.01%
4,625
1528
$329K ﹤0.01%
12,390
-320
1529
$328K ﹤0.01%
+8,600
1530
$328K ﹤0.01%
3,900
1531
$328K ﹤0.01%
4,359
-2,453
1532
$327K ﹤0.01%
10,014
-4,296
1533
$327K ﹤0.01%
14,973
-108
1534
$326K ﹤0.01%
4,726
1535
$324K ﹤0.01%
6,451
+982
1536
$324K ﹤0.01%
+1,577
1537
$323K ﹤0.01%
5,950
-208
1538
$321K ﹤0.01%
2,601
+9
1539
$321K ﹤0.01%
4,468
+375
1540
$321K ﹤0.01%
5,025
-242
1541
$318K ﹤0.01%
7,784
+174
1542
$317K ﹤0.01%
1,943
1543
$316K ﹤0.01%
1,542
-6,960
1544
$314K ﹤0.01%
2,005
-432
1545
$313K ﹤0.01%
14,601
1546
$312K ﹤0.01%
+11,606
1547
$312K ﹤0.01%
7,085
+933
1548
$312K ﹤0.01%
7,986
-437
1549
$310K ﹤0.01%
54,544
-200
1550
$310K ﹤0.01%
9,675
-892
60 61
62
63 64