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
$57B
AUM Growth
+$5.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,866
New
Increased
Reduced
Closed

Top Buys

1
+$287M
2
+$142M
3
+$110M
4
DHR icon
Danaher
DHR
+$78.7M
5
META icon
Meta Platforms (Facebook)
META
+$78.2M

Top Sells

1
+$101M
2
+$99.4M
3
+$87.7M
4
GEV icon
GE Vernova
GEV
+$53.5M
5
MANH icon
Manhattan Associates
MANH
+$36.9M

Sector Composition

1 Technology 18.1%
2 Financials 13.98%
3 Industrials 10.71%
4 Consumer Discretionary 8.36%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.7M 0.07%
303,046
-26,782
227
$40.3M 0.07%
387,149
+96,747
228
$38.9M 0.07%
126,181
-9,555
229
$38.8M 0.07%
1,087,541
-83,489
230
$38.3M 0.07%
278,697
-30,202
231
$37.8M 0.07%
66,740
-38
232
$37.6M 0.07%
648,883
+129,925
233
$37.3M 0.07%
268,447
+5,065
234
$37.2M 0.07%
134,968
-4,347
235
$36.6M 0.06%
350,578
+26,552
236
$36.5M 0.06%
153,133
-40
237
$36.3M 0.06%
89,911
+19,300
238
$36.2M 0.06%
+291,266
239
$36.1M 0.06%
285,322
+3,004
240
$35.2M 0.06%
137,672
-698
241
$35.1M 0.06%
45,775
+17,157
242
$35.1M 0.06%
62,983
-5,184
243
$34.8M 0.06%
639,032
+78,863
244
$34.7M 0.06%
1,198,411
+101,791
245
$34.7M 0.06%
1,541,135
+63,243
246
$34.4M 0.06%
361,043
-51,305
247
$34.2M 0.06%
381,321
-3,410
248
$34.1M 0.06%
339,055
+2,460
249
$34M 0.06%
399,003
-526
250
$33.9M 0.06%
120,075
-7,290
8 9
10
11 12