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Latest Baird Financial Group, Inc. Stock Portfolio

Baird Financial Group, Inc. Performance:
2024 Q4: -0.44%YTD: 9.76%2023: 13.18%

Performance for 2024 Q4 is -0.44%, and YTD is 9.76%, and 2023 is 13.18%.

About Baird Financial Group, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Baird Financial Group, Inc. reported an equity portfolio of $52.3 Billions as of 31 Dec, 2024.

The top stock holdings of Baird Financial Group, Inc. are AAPL, MSFT, JPM. The fund has invested 4.6% of it's portfolio in APPLE INC and 4.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off BLACKROCK INC CL A (BLK), BROOKFIELD RENEWABLE A and ARISTA NETWORKS INC COM (ANET) stocks. They significantly reduced their stock positions in APPFOLIO INC COM CL A (APPF), ANSYS INC (ANSS) and PLUG POWER INC NEW (PLUG). Baird Financial Group, Inc. opened new stock positions in BLACKROCK INC COM, ARISTA NETWORKS INC (ANET) and LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to HUBSPOT INC (HUBS), SPDR RUSSELL 1000 ETF (BIL) and PURE STORAGE INC A (PSTG).

Baird Financial Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Baird Financial Group, Inc. made a return of -0.44% in the last quarter. In trailing 12 months, it's portfolio return was 9.76%.

New Buys

Ticker$ Bought
blackrock inc com202,847,000
arista networks inc70,173,500
brookfield renew a new53,408,700
lam research corp39,226,700
everus construction11,920,100

New stocks bought by Baird Financial Group, Inc.

Additions

Ticker% Inc.
hubspot inc15,320
spdr russell 1000 etf11,321
pure storage inc a9,041
datadog inc cl a com6,594
match group inc2,009
schwab intrm us trsy etf751
tractor supply co378
ishs exponential etf334

Additions to existing portfolio by Baird Financial Group, Inc.

Reductions

Ticker% Reduced
shift4 pmts inc cl a-54.59
genuine parts co-47.00
invesco ftse us 1500 sm mid et-45.92
microchip technology inc-41.8
cvs health corp-41.27
cisco sys inc-36.57
ishares russell 2000-34.51
marathon petroleum corp-32.6

Baird Financial Group, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Baird Financial Group, Inc.

Sector Distribution

Baird Financial Group, Inc. has about 34.2% of it's holdings in Others sector.

Sector%
Others34.2
Technology16.8
Financial Services10.9
Industrials9.8
Consumer Cyclical8.3
Healthcare6.3
Communication Services6.1
Consumer Defensive3.5
Energy1.6

Market Cap. Distribution

Baird Financial Group, Inc. has about 62.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED34.3
LARGE-CAP31.8
MEGA-CAP30.9
MID-CAP2.5

Stocks belong to which Index?

About 61.7% of the stocks held by Baird Financial Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50060.4
Others38.2
RUSSELL 20001.3
Top 5 Winners (%)%
QBTS
dwave quantum inc
415.3 %
PEAK
healthpeak pptys inc com
299.2 %
ACHR
archer aviation inc com cl a
220.2 %
ATOM
atomera inc com
197.2 %
RKLB
rocket lab usa inc com
126.5 %
Top 5 Winners ($)$
JPM
jpmorgan chase co
169.4 M
AAPL
apple inc
166.7 M
GOOG
alphabet inc
143.7 M
AVGO
broadcom inc
115.9 M
AMZN
amazon.com inc
83.4 M
Top 5 Losers (%)%
TSCO
tractor supply co
-81.3 %
ANET
arista networks inc
-72.0 %
EDIT
editas medicine inc
-56.8 %
ASPN
aspen aerogels inc
-54.1 %
PANW
palo alto networks inc
-49.1 %
Top 5 Losers ($)$
TSCO
tractor supply co
-260.2 M
ANET
arista networks inc
-180.0 M
PANW
palo alto networks inc
-93.2 M
JNJ
johnson johnson
-69.7 M
GE
ge aerospace
-64.0 M

Baird Financial Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Baird Financial Group, Inc.

Baird Financial Group, Inc. has 1743 stocks in it's portfolio. About 24.6% of the portfolio is in top 10 stocks. TSCO proved to be the most loss making stock for the portfolio. JPM was the most profitable stock for Baird Financial Group, Inc. last quarter.

Last Reported on: 14 Feb, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions