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
1651
$218K ﹤0.01%
+8,968
1652
$217K ﹤0.01%
+4,930
1653
$217K ﹤0.01%
+2,011
1654
$216K ﹤0.01%
5,305
+1
1655
$215K ﹤0.01%
5,807
1656
$214K ﹤0.01%
+9,612
1657
$214K ﹤0.01%
5,735
-3,018
1658
$214K ﹤0.01%
4,836
+76
1659
$214K ﹤0.01%
2,115
+26
1660
$212K ﹤0.01%
4,867
1661
$212K ﹤0.01%
12,672
-17
1662
$211K ﹤0.01%
4,386
1663
$211K ﹤0.01%
+4,402
1664
$211K ﹤0.01%
+2,630
1665
$210K ﹤0.01%
+2,523
1666
$210K ﹤0.01%
3,173
+596
1667
$210K ﹤0.01%
+1,677
1668
$210K ﹤0.01%
5,281
-300
1669
$209K ﹤0.01%
+8,843
1670
$207K ﹤0.01%
5,262
+29
1671
$206K ﹤0.01%
6,753
-39,596
1672
$206K ﹤0.01%
4,156
1673
$204K ﹤0.01%
4,205
-895
1674
$204K ﹤0.01%
+815
1675
$204K ﹤0.01%
4,016
-200
65 66
67
68 69