Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
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
+$225M
2
+$71.7M
3
+$54.1M
4
RJF icon
Raymond James Financial
RJF
+$52.9M
5
META icon
Meta Platforms (Facebook)
META
+$49.9M

Top Sells

1
+$91.5M
2
+$83.2M
3
+$68.4M
4
GE icon
GE Aerospace
GE
+$60.9M
5
JBHT icon
JB Hunt Transport Services
JBHT
+$54.1M

Sector Composition

1 Technology 20.05%
2 Financials 12.75%
3 Industrials 10.15%
4 Consumer Discretionary 8.15%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$31.3M 0.07%
322,279
-196
252
$31.1M 0.06%
291,447
+85
253
$30.9M 0.06%
211,548
+17,424
254
$30.8M 0.06%
194,724
+2,722
255
$29.7M 0.06%
230,191
+842
256
$29.6M 0.06%
916,428
+2,894
257
$29.3M 0.06%
97,870
-11,003
258
$29.3M 0.06%
54,743
-1,523
259
$29.3M 0.06%
447,105
+7,953
260
$29.2M 0.06%
229,519
-5,546
261
$28.6M 0.06%
1,295,390
-4,106
262
$28.5M 0.06%
132,758
-1,255
263
$28.2M 0.06%
491,699
+27,426
264
$27.3M 0.06%
626,401
+125,640
265
$27.2M 0.06%
431,725
-84,195
266
$27.2M 0.06%
280,125
+48,564
267
$27.2M 0.06%
93,639
-118
268
$26.9M 0.06%
804,696
+89,705
269
$26.7M 0.06%
261,008
-26,741
270
$26.2M 0.05%
216,657
-4,539
271
$26M 0.05%
823,419
+34,892
272
$25.8M 0.05%
910,432
-22,371
273
$25.8M 0.05%
486,209
+37,340
274
$25.7M 0.05%
140,945
+2,230
275
$25.4M 0.05%
352,301
+19,595
9 10
11
12 13