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
1801
– –
-24,216
1802
– –
-24,971
1803
– –
-2,610
1804
– –
-52,027
1805
– –
-6,920
1806
– –
-6,696
1807
– –
-12,753
1808
– –
-5,528
1809
– –
-2,798
1810
– –
-29,134
1811
– –
-8,715
1812
– –
-24,795
1813
– –
-7,285
1814
– –
-84,928
1815
– –
-5,939
1816
– –
-5,592
1817
– –
-3,141
1818
– –
-3,620
1819
– –
-90,505
1820
– –
-20,000
1821
– –
-24,047
1822
– –
-14,084
1823
– –
-62,949
1824
– –
-70,170
1825
– –
-57,611
71 72
73
74 75