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
1576
$281K ﹤0.01%
10,792
-966
1577
$281K ﹤0.01%
13,100
-1,877
1578
$280K ﹤0.01%
619
+182
1579
$280K ﹤0.01%
27,022
+16,362
1580
$279K ﹤0.01%
5,126
+900
1581
$278K ﹤0.01%
63,850
1582
$278K ﹤0.01%
2,967
+62
1583
$274K ﹤0.01%
289,634
-26,975
1584
$271K ﹤0.01%
+11,822
1585
$271K ﹤0.01%
4,737
-2,281
1586
$270K ﹤0.01%
5,820
1587
$270K ﹤0.01%
10,661
1588
$269K ﹤0.01%
3,483
-59
1589
$267K ﹤0.01%
10,664
1590
$267K ﹤0.01%
736
-100
1591
$267K ﹤0.01%
10,664
1592
$267K ﹤0.01%
3,281
-14
1593
$266K ﹤0.01%
2,584
+169
1594
$265K ﹤0.01%
6,261
+33
1595
$264K ﹤0.01%
+1,566
1596
$264K ﹤0.01%
7,397
-722
1597
$263K ﹤0.01%
4,056
-14,695
1598
$261K ﹤0.01%
+1,400
1599
$261K ﹤0.01%
23,481
-48
1600
$258K ﹤0.01%
4,416
-33
62 63
64
65 66