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
1726
$79.7K ﹤0.01%
12,555
-40,379
1727
$78.9K ﹤0.01%
16,035
-2,300
1728
$77.2K ﹤0.01%
2,728
-113
1729
$73.4K ﹤0.01%
2,813
-1,580
1730
$61.3K ﹤0.01%
3,113
+2,488
1731
$58.8K ﹤0.01%
529
1732
$55.4K ﹤0.01%
+10,000
1733
$54.7K ﹤0.01%
14,580
-170
1734
$54.2K ﹤0.01%
13,249
1735
$48.8K ﹤0.01%
+11,500
1736
$42.3K ﹤0.01%
1,401
-168
1737
$41.9K ﹤0.01%
+21,400
1738
$39.8K ﹤0.01%
+10,000
1739
$37.2K ﹤0.01%
22,393
1740
$33.8K ﹤0.01%
12,500
-12,300
1741
$31.9K ﹤0.01%
2,453
+1,066
1742
$30.6K ﹤0.01%
27,786
-13,126
1743
$28.2K ﹤0.01%
+15,090
1744
$28K ﹤0.01%
1,667
1745
$25.8K ﹤0.01%
986
-14
1746
$22.4K ﹤0.01%
11,500
1747
$21K ﹤0.01%
11,950
1748
$18K ﹤0.01%
400,994
1749
$17.7K ﹤0.01%
17,393
+1,650
1750
$13.7K ﹤0.01%
19,762
68 69
70
71 72