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
676
$4.82M 0.01%
17,634
+1,542
677
$4.8M 0.01%
11,749
+13
678
$4.78M 0.01%
56,777
+4,467
679
$4.78M 0.01%
84,621
-1,177
680
$4.74M 0.01%
96,335
+7,464
681
$4.74M 0.01%
110,746
+10,030
682
$4.74M 0.01%
140,731
+5,069
683
$4.72M 0.01%
94,592
+1,641
684
$4.7M 0.01%
35,507
-7,872
685
$4.69M 0.01%
45,217
+2,410
686
$4.68M 0.01%
55,554
+5,271
687
$4.68M 0.01%
140,785
-4,208
688
$4.66M 0.01%
36,148
-11,705
689
$4.65M 0.01%
94,390
-6,549
690
$4.65M 0.01%
44,434
+5,799
691
$4.63M 0.01%
112,268
-4,336
692
$4.57M 0.01%
91,107
+959
693
$4.56M 0.01%
38,213
-11,282
694
$4.54M 0.01%
283,249
+59,397
695
$4.51M 0.01%
107,137
-13,931
696
$4.46M 0.01%
386,065
+2,942
697
$4.44M 0.01%
17,371
-387
698
$4.43M 0.01%
76,854
+6,361
699
$4.42M 0.01%
519,527
+8,058
700
$4.41M 0.01%
510,334
-7,230
26 27
28
29 30