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
151
$68.7M 0.14%
307,347
-240,870
152
$67.5M 0.14%
313,881
-20,715
153
$67.2M 0.14%
534,131
-12,869
154
$66.2M 0.14%
205,866
-14,661
155
$66M 0.14%
420,920
+2,003
156
$65.8M 0.14%
312,343
+4,908
157
$65.4M 0.14%
882,164
-58,094
158
$65.1M 0.14%
2,023,490
+86,208
159
$64.5M 0.13%
879,941
-47,281
160
$64.2M 0.13%
396,045
+17,601
161
$64.2M 0.13%
730,418
-59,021
162
$63.8M 0.13%
804,612
-51,234
163
$63.7M 0.13%
1,179,540
+111,165
164
$63.5M 0.13%
348,787
-18,275
165
$62.3M 0.13%
1,142,442
+142,109
166
$61.7M 0.13%
1,576,771
+17,319
167
$61.5M 0.13%
374,081
-30,691
168
$60.8M 0.13%
130,211
+2,071
169
$60.7M 0.13%
340,410
-136,649
170
$60.6M 0.13%
92,251
+2,247
171
$60.2M 0.12%
850,465
-6,866
172
$59.8M 0.12%
193,689
+177,886
173
$59.7M 0.12%
308,147
-19,434
174
$58.6M 0.12%
190,512
-119,932
175
$58.3M 0.12%
774,283
-1,792
5 6
7
8 9