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
1626
$237K ﹤0.01%
+30,423
1627
$236K ﹤0.01%
6,535
-492
1628
$235K ﹤0.01%
4,700
1629
$232K ﹤0.01%
3,136
1630
$231K ﹤0.01%
+19,900
1631
$231K ﹤0.01%
+20,813
1632
$229K ﹤0.01%
11,534
+2,634
1633
$229K ﹤0.01%
6,242
-1,000
1634
$229K ﹤0.01%
+2,658
1635
$228K ﹤0.01%
9,544
+92
1636
$228K ﹤0.01%
+38,904
1637
$227K ﹤0.01%
+49,051
1638
$227K ﹤0.01%
+2,870
1639
$227K ﹤0.01%
8,928
-1,800
1640
$225K ﹤0.01%
6,639
+298
1641
$225K ﹤0.01%
4,636
1642
$224K ﹤0.01%
15,498
-16,000
1643
$224K ﹤0.01%
+21,645
1644
$222K ﹤0.01%
+8,608
1645
$222K ﹤0.01%
+3,246
1646
$222K ﹤0.01%
9,466
-1,460
1647
$220K ﹤0.01%
2,096
1648
$220K ﹤0.01%
3,427
1649
$219K ﹤0.01%
4,470
-2,133
1650
$219K ﹤0.01%
5,933
64 65
66
67 68