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
751
$3.75M 0.01%
15,568
+2,813
752
$3.74M 0.01%
55,228
-18
753
$3.74M 0.01%
23,319
+2,319
754
$3.74M 0.01%
119,858
-436
755
$3.72M 0.01%
36,224
+116
756
$3.7M 0.01%
17,234
+220
757
$3.67M 0.01%
14,916
758
$3.66M 0.01%
95,117
-60,828
759
$3.64M 0.01%
244,400
-82,001
760
$3.63M 0.01%
+102,317
761
$3.62M 0.01%
24,405
-910
762
$3.61M 0.01%
450,927
+4,399
763
$3.61M 0.01%
126,956
+11,852
764
$3.61M 0.01%
26,708
+10,748
765
$3.6M 0.01%
45,638
-1,903
766
$3.59M 0.01%
150,173
-49,475
767
$3.59M 0.01%
+90,219
768
$3.58M 0.01%
50,677
+779
769
$3.57M 0.01%
477,265
-5,060
770
$3.56M 0.01%
99,652
+1,987
771
$3.55M 0.01%
32,281
-45,991
772
$3.55M 0.01%
36,843
+9,182
773
$3.54M 0.01%
+21,031
774
$3.53M 0.01%
34,049
-925
775
$3.53M 0.01%
24,319
+2,095
29 30
31
32 33