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 10.12%
4 Consumer Discretionary 8.15%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$258K ﹤0.01%
3,726
-48,505
1602
$257K ﹤0.01%
7,751
-2,660
1603
$257K ﹤0.01%
11,745
-2,649
1604
$256K ﹤0.01%
357,400
1605
$255K ﹤0.01%
4,341
-461
1606
$255K ﹤0.01%
3,839
1607
$253K ﹤0.01%
+15,576
1608
$253K ﹤0.01%
18,489
-100
1609
$252K ﹤0.01%
+11,283
1610
$251K ﹤0.01%
2,672
+214
1611
$250K ﹤0.01%
2,872
-47,571
1612
$250K ﹤0.01%
3,864
+280
1613
$248K ﹤0.01%
4,119
-81
1614
$248K ﹤0.01%
21,647
1615
$245K ﹤0.01%
5,233
-33
1616
$245K ﹤0.01%
9,800
1617
$243K ﹤0.01%
4,729
1618
$242K ﹤0.01%
21,165
-4,494
1619
$241K ﹤0.01%
+5,819
1620
$240K ﹤0.01%
8,322
1621
$240K ﹤0.01%
6,345
-107
1622
$240K ﹤0.01%
+8,136
1623
$239K ﹤0.01%
2,016
-50
1624
$239K ﹤0.01%
10,641
-1,619
1625
$238K ﹤0.01%
+2,633
63 64
65
66 67