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
776
$3.52M 0.01%
180,693
777
$3.49M 0.01%
44,538
-158
778
$3.48M 0.01%
31,901
-12,783
779
$3.47M 0.01%
13,962
+4,354
780
$3.47M 0.01%
623,328
+80,474
781
$3.47M 0.01%
32,048
+2,811
782
$3.45M 0.01%
451,800
+18,669
783
$3.44M 0.01%
49,650
+2,117
784
$3.44M 0.01%
52,621
+564
785
$3.44M 0.01%
120,412
-7,887
786
$3.43M 0.01%
38,527
+23,512
787
$3.42M 0.01%
97,174
+5,478
788
$3.41M 0.01%
67,002
+5,773
789
$3.39M 0.01%
41,990
-1,144
790
$3.38M 0.01%
89,422
+111
791
$3.37M 0.01%
65,951
+13,703
792
$3.36M 0.01%
123,778
-4,494
793
$3.36M 0.01%
289,609
-25,425
794
$3.36M 0.01%
34,405
+9,106
795
$3.36M 0.01%
65,849
-5,676
796
$3.35M 0.01%
50,510
+13,592
797
$3.35M 0.01%
61,001
+1,362
798
$3.33M 0.01%
37,267
+11,685
799
$3.33M 0.01%
63,045
-79,462
800
$3.31M 0.01%
76,898
+7,183
30 31
32
33 34