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
1076
$1.36M ﹤0.01%
59,865
+846
1077
$1.36M ﹤0.01%
65,352
-4,230
1078
$1.34M ﹤0.01%
51,225
-191
1079
$1.34M ﹤0.01%
32,803
+1,382
1080
$1.34M ﹤0.01%
176,497
1081
$1.34M ﹤0.01%
31,981
-29
1082
$1.33M ﹤0.01%
2,584
-344
1083
$1.33M ﹤0.01%
40,981
-113
1084
$1.33M ﹤0.01%
51,226
+27,431
1085
$1.32M ﹤0.01%
19,960
-2,850
1086
$1.31M ﹤0.01%
72,967
+1,998
1087
$1.3M ﹤0.01%
27,559
-291
1088
$1.3M ﹤0.01%
6,871
+4,639
1089
$1.3M ﹤0.01%
12,502
-780
1090
$1.29M ﹤0.01%
33,296
+260
1091
$1.29M ﹤0.01%
92,347
-1
1092
$1.28M ﹤0.01%
104,910
+46,751
1093
$1.28M ﹤0.01%
5,676
-190
1094
$1.28M ﹤0.01%
16,253
-87
1095
$1.28M ﹤0.01%
181,401
-35,312
1096
$1.26M ﹤0.01%
28,913
+719
1097
$1.25M ﹤0.01%
8,854
-58
1098
$1.25M ﹤0.01%
14,166
-152
1099
$1.24M ﹤0.01%
28,803
1100
$1.24M ﹤0.01%
42,317
-2,225
42 43
44
45 46