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
1801
– –
-6,696
1802
– –
-12,753
1803
– –
-5,528
1804
– –
-2,798
1805
– –
-29,134
1806
– –
-8,715
1807
– –
-24,795
1808
– –
-7,285
1809
– –
-84,928
1810
– –
-5,939
1811
– –
-5,592
1812
– –
-3,141
1813
– –
-3,620
1814
– –
-90,505
1815
– –
-20,000
1816
– –
-24,047
1817
– –
-14,084
1818
– –
-62,949
1819
– –
-70,170
1820
– –
-57,611
1821
– –
-307,736
1822
– –
-22,739
1823
– –
-21,520
1824
– –
-168,030
1825
– –
-19,960
71 72
73
74 75