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
1701
$150K ﹤0.01%
10,700
+700
1702
$150K ﹤0.01%
12,350
-650
1703
$149K ﹤0.01%
18,163
1704
$142K ﹤0.01%
12,484
+235
1705
$140K ﹤0.01%
13,273
-2,775
1706
$133K ﹤0.01%
17,677
+2,121
1707
$133K ﹤0.01%
16,105
1708
$125K ﹤0.01%
9,636
1709
$119K ﹤0.01%
11,581
1710
$115K ﹤0.01%
12,548
-5,967
1711
$113K ﹤0.01%
20,676
1712
$113K ﹤0.01%
21,044
-5,806
1713
$110K ﹤0.01%
+18,125
1714
$108K ﹤0.01%
2,618
+1,280
1715
$108K ﹤0.01%
22,247
-8,388
1716
$104K ﹤0.01%
13,725
1717
$99.3K ﹤0.01%
11,134
-439
1718
$98.5K ﹤0.01%
19,389
+1,494
1719
$96.9K ﹤0.01%
11,050
1720
$94.6K ﹤0.01%
32,166
+18,647
1721
$93.3K ﹤0.01%
27,591
-135
1722
$92.1K ﹤0.01%
74,241
-41,128
1723
$92K ﹤0.01%
38,162
1724
$91.8K ﹤0.01%
12,991
+650
1725
$91.8K ﹤0.01%
11,431
-900
67 68
69
70 71