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
926
$2.23M ﹤0.01%
22,200
-9,293
927
$2.23M ﹤0.01%
272,393
+2,332
928
$2.21M ﹤0.01%
20,350
-6,998
929
$2.18M ﹤0.01%
31,399
-850
930
$2.16M ﹤0.01%
+50,225
931
$2.16M ﹤0.01%
57,595
+39,347
932
$2.15M ﹤0.01%
22,232
+11,586
933
$2.14M ﹤0.01%
50,813
+3,885
934
$2.11M ﹤0.01%
244,728
-21,890
935
$2.1M ﹤0.01%
18,179
-1,177
936
$2.09M ﹤0.01%
104,276
+12,755
937
$2.08M ﹤0.01%
17,597
-122
938
$2.07M ﹤0.01%
67,207
+1,155
939
$2.07M ﹤0.01%
44,748
+17,845
940
$2.07M ﹤0.01%
70,356
+732
941
$2.06M ﹤0.01%
351,159
-30,041
942
$2.05M ﹤0.01%
26,882
-30,868
943
$2.05M ﹤0.01%
164,062
944
$2.04M ﹤0.01%
40,373
+35,319
945
$2.03M ﹤0.01%
33,726
+4,930
946
$2.03M ﹤0.01%
27,591
+4,115
947
$2.03M ﹤0.01%
39,249
+6,083
948
$2.02M ﹤0.01%
19,514
+949
949
$2.01M ﹤0.01%
5,507
+40
950
$2.01M ﹤0.01%
11,535
-886
36 37
38
39 40