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
1776
– –
-11,000
1777
– –
-34,564
1778
– –
-134,000
1779
– –
-14,792
1780
– –
-29,575
1781
– –
-6,346
1782
– –
-5,928
1783
– –
-40,801
1784
– –
-17,116
1785
– –
-12,350
1786
– –
-99,172
1787
– –
-10,916
1788
– –
-40,385
1789
– –
-45,979
1790
– –
-15,828
1791
– –
-10,500
1792
– –
-39,152
1793
– –
-20,048
1794
– –
-111,674
1795
– –
-28,893
1796
– –
-19,450
1797
– –
-16,567
1798
– –
-82,927
1799
– –
-8,737
1800
– –
-166,846
70 71
72
73 74