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
1751
$9.5K ﹤0.01%
30,600
1752
$9.4K ﹤0.01%
500
-57
1753
$8.76K ﹤0.01%
10,000
1754
– –
-12,350
1755
– –
-99,172
1756
– –
-3,233
1757
– –
-6,696
1758
– –
-12,753
1759
– –
-84,928
1760
– –
-5,939
1761
– –
-5,592
1762
– –
-3,141
1763
– –
-3,620
1764
– –
-90,505
1765
– –
-154,926
1766
– –
-13,891
1767
– –
-314,309
1768
– –
-541,186
1769
– –
-11,435
1770
– –
-202,897
1771
– –
-6,567
1772
– –
-17,000
1773
– –
-9,500
1774
– –
-6,830
1775
– –
-11,000
69 70
71
72 73