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
801
$3.31M 0.01%
42,644
-5,447
802
$3.3M 0.01%
56,811
-4,008
803
$3.28M 0.01%
86,542
-858
804
$3.26M 0.01%
24,339
+4,923
805
$3.26M 0.01%
80,141
+39,418
806
$3.26M 0.01%
58,457
+10,964
807
$3.25M 0.01%
162,948
-9,338
808
$3.25M 0.01%
170,403
-939
809
$3.23M 0.01%
5,962
+4,117
810
$3.2M 0.01%
48,395
-8,239
811
$3.19M 0.01%
65,184
+15,694
812
$3.18M 0.01%
+88,339
813
$3.18M 0.01%
74,515
+5,896
814
$3.17M 0.01%
40,740
+21,836
815
$3.15M 0.01%
22,867
+7,835
816
$3.15M 0.01%
97,795
-2,706
817
$3.14M 0.01%
21,752
-693
818
$3.13M 0.01%
9,908
-333
819
$3.13M 0.01%
38,477
+1,457
820
$3.13M 0.01%
+47,790
821
$3.12M 0.01%
28,137
+1,423
822
$3.12M 0.01%
37,243
+1,085
823
$3.11M 0.01%
171,026
-454
824
$3.11M 0.01%
39,228
+344
825
$3.1M 0.01%
15,459
+907
31 32
33
34 35