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
1601
$258K ﹤0.01%
3,726
-48,505
1602
$257K ﹤0.01%
7,751
-2,660
1603
$257K ﹤0.01%
11,745
-2,649
1604
$256K ﹤0.01%
357,400
1605
$255K ﹤0.01%
4,341
-461
1606
$255K ﹤0.01%
3,839
1607
$253K ﹤0.01%
+15,576
1608
$253K ﹤0.01%
18,489
-100
1609
$252K ﹤0.01%
+11,283
1610
$251K ﹤0.01%
2,672
+214
1611
$250K ﹤0.01%
2,872
-47,571
1612
$250K ﹤0.01%
3,864
+280
1613
$248K ﹤0.01%
4,119
-81
1614
$248K ﹤0.01%
64,940
1615
$245K ﹤0.01%
5,233
-33
1616
$245K ﹤0.01%
9,800
1617
$243K ﹤0.01%
4,729
1618
$242K ﹤0.01%
21,165
-4,494
1619
$241K ﹤0.01%
+5,819
1620
$240K ﹤0.01%
8,322
1621
$240K ﹤0.01%
6,345
-107
1622
$240K ﹤0.01%
+8,136
1623
$239K ﹤0.01%
2,016
-50
1624
$239K ﹤0.01%
10,641
-1,619
1625
$238K ﹤0.01%
+2,633
63 64
65
66 67