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
1826
– –
-307,736
1827
– –
-22,739
1828
– –
-21,520
1829
– –
-19,960
1830
– –
-69,085
1831
– –
-4,298
1832
– –
-3,214
1833
– –
-21,359
1834
– –
-13,062
1835
– –
-5,327
1836
– –
-16,030
1837
– –
-15,675
1838
– –
-2,019
1839
– –
-346,005
1840
– –
-6,148
1841
– –
-46,427
1842
– –
-6,775
1843
– –
-30,400
1844
– –
-1,335
1845
– –
-477
1846
– –
-154,926
1847
– –
-13,891
1848
– –
-314,309
1849
– –
-541,186
1850
– –
-24,563
71 72 73
74
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