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
– –
-346,005
1802
– –
-6,148
1803
– –
-46,427
1804
– –
-6,775
1805
– –
-5,219
1806
– –
-30,400
1807
– –
-1,335
1808
– –
-477
1809
– –
-44,881
1810
– –
-16,589
1811
– –
-11,428
1812
– –
-14,110
1813
– –
-13,750
1814
– –
-9,135
1815
– –
-32,856
1816
– –
-39,152
1817
– –
-111,674
1818
– –
-28,893
1819
– –
-19,450
1820
– –
-16,567
1821
– –
-82,927
1822
– –
-8,737
1823
– –
-166,846
1824
– –
-24,216
1825
– –
-24,971
71 72
73
74 75