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
1826
– –
-2,610
1827
– –
-52,027
1828
– –
-6,920
1829
– –
-5,528
1830
– –
-2,798
1831
– –
-29,134
1832
– –
-8,715
1833
– –
-24,795
1834
– –
-7,285
1835
– –
-62,949
1836
– –
-19,960
1837
– –
-69,085
1838
– –
-4,298
1839
– –
-3,214
1840
– –
-21,359
1841
– –
-13,062
1842
– –
-2,419
1843
– –
-17,624
1844
– –
-4,805
1845
– –
-11,265
1846
– –
-5,327
1847
– –
-16,030
1848
– –
-15,675
1849
– –
-2,019
1850
– –
-24,563
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