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
1751
$9.5K ﹤0.01%
30,600
1752
$9.4K ﹤0.01%
500
-57
1753
$8.76K ﹤0.01%
10,000
1754
– –
-5,219
1755
– –
-44,881
1756
– –
-24,865
1757
– –
-32,856
1758
– –
-11,435
1759
– –
-202,897
1760
– –
-6,567
1761
– –
-17,000
1762
– –
-16,589
1763
– –
-9,500
1764
– –
-6,830
1765
– –
-11,428
1766
– –
-14,110
1767
– –
-13,750
1768
– –
-9,135
1769
– –
-11,000
1770
– –
-34,564
1771
– –
-134,000
1772
– –
-14,792
1773
– –
-29,575
1774
– –
-6,346
1775
– –
-5,928
69 70
71
72 73