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
176
$57.9M 0.12%
505,813
+15,286
177
$56.4M 0.12%
670,881
+11,011
178
$56.4M 0.12%
789,604
-6,585
179
$55.8M 0.12%
969,181
-63,039
180
$55.7M 0.12%
91
181
$54.9M 0.11%
435,823
-29,680
182
$54.5M 0.11%
319,272
+70,997
183
$54M 0.11%
300,022
+128,161
184
$53.7M 0.11%
536,056
-30,944
185
$53.6M 0.11%
610,654
+6,662
186
$53.5M 0.11%
433,050
+428,825
187
$52.8M 0.11%
543,770
+53,876
188
$52.3M 0.11%
94,068
+28,883
189
$52.2M 0.11%
232,280
+89,403
190
$51.6M 0.11%
909,966
+56,928
191
$51.5M 0.11%
532,180
-34,416
192
$51.5M 0.11%
290,918
+11,609
193
$51.3M 0.11%
480,045
-32,983
194
$51.1M 0.11%
715,955
+30,569
195
$50.6M 0.11%
1,222,684
+1,079,134
196
$50.2M 0.1%
572,836
-8,804
197
$49.8M 0.1%
1,008,839
-67,108
198
$49.6M 0.1%
417,900
-97,368
199
$49.5M 0.1%
734,601
-70,717
200
$48.5M 0.1%
203,884
+2,453
6 7
8
9 10