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
201
$48.4M 0.1%
1,470,853
+52,172
202
$48.2M 0.1%
831,426
-56,702
203
$47.9M 0.1%
101,946
+8,178
204
$47.4M 0.1%
185,938
+2,331
205
$46.8M 0.1%
653,141
-38,387
206
$46.4M 0.1%
1,635,887
+106,019
207
$46.3M 0.1%
209,868
-34,316
208
$46.2M 0.1%
102,086
+241
209
$45.7M 0.09%
251,010
+16,299
210
$45.4M 0.09%
84,844
+83,994
211
$44.7M 0.09%
1,700,213
+7,385
212
$44.5M 0.09%
315,974
-21,838
213
$44.2M 0.09%
118,272
-14,451
214
$43.9M 0.09%
477,796
+8,810
215
$43.8M 0.09%
411,460
+53,260
216
$43.7M 0.09%
178,780
+1,064
217
$43M 0.09%
214,640
+2,768
218
$42.7M 0.09%
75,814
+2,054
219
$42.7M 0.09%
226,939
-17,480
220
$41.8M 0.09%
169,569
+168,481
221
$41.8M 0.09%
368,295
-154
222
$41.6M 0.09%
300,728
+526
223
$40.8M 0.08%
1,316,736
-229,852
224
$40.6M 0.08%
372,792
-24,788
225
$40.4M 0.08%
171,111
+9,481
7 8
9
10 11