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
1676
$201K ﹤0.01%
4,870
1677
$201K ﹤0.01%
+6,078
1678
$201K ﹤0.01%
+6,067
1679
$200K ﹤0.01%
12,750
-300
1680
$200K ﹤0.01%
5,974
+119
1681
$200K ﹤0.01%
+4,470
1682
$195K ﹤0.01%
17,535
-1,510
1683
$194K ﹤0.01%
11,296
1684
$193K ﹤0.01%
+11,540
1685
$192K ﹤0.01%
12,524
1686
$192K ﹤0.01%
14,404
-4,931
1687
$191K ﹤0.01%
+15,835
1688
$191K ﹤0.01%
26,054
-295
1689
$180K ﹤0.01%
11,017
-161
1690
$180K ﹤0.01%
45,713
+378
1691
$180K ﹤0.01%
13,380
-87
1692
$179K ﹤0.01%
41,598
-8,474
1693
$171K ﹤0.01%
20,296
1694
$170K ﹤0.01%
36,462
+1,265
1695
$166K ﹤0.01%
13,053
-5,662
1696
$160K ﹤0.01%
+10,949
1697
$160K ﹤0.01%
+14,269
1698
$154K ﹤0.01%
18,694
-13,192
1699
$154K ﹤0.01%
28,260
1700
$152K ﹤0.01%
37,521
-125
66 67
68
69 70