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
1551
$309K ﹤0.01%
16,482
-2,204
1552
$309K ﹤0.01%
846
+162
1553
$308K ﹤0.01%
+2,602
1554
$308K ﹤0.01%
6,923
-1,563
1555
$306K ﹤0.01%
5,839
-1,401
1556
$305K ﹤0.01%
5,315
+127
1557
$305K ﹤0.01%
2,559
+886
1558
$303K ﹤0.01%
5,750
-126,374
1559
$301K ﹤0.01%
11,150
1560
$300K ﹤0.01%
9,999
1561
$300K ﹤0.01%
4,550
-145
1562
$296K ﹤0.01%
11,481
+3,281
1563
$296K ﹤0.01%
1,480
1564
$291K ﹤0.01%
+1,795
1565
$290K ﹤0.01%
6,180
1566
$290K ﹤0.01%
6,046
-2,067
1567
$290K ﹤0.01%
5,920
+259
1568
$289K ﹤0.01%
+10,037
1569
$288K ﹤0.01%
6,381
-277
1570
$288K ﹤0.01%
7,738
+90
1571
$288K ﹤0.01%
66,190
-292
1572
$287K ﹤0.01%
10,347
-220
1573
$285K ﹤0.01%
10,765
-893
1574
$283K ﹤0.01%
4,574
-292
1575
$283K ﹤0.01%
480
+49
61 62
63
64 65