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
251
$33.9M 0.06%
272,207
-28,946
252
$33.8M 0.06%
137,182
+15,477
253
$33.7M 0.06%
153,829
-11,893
254
$33.6M 0.06%
190,064
-15,077
255
$33.3M 0.06%
572,069
+7,904
256
$32.7M 0.06%
253,134
+1,520
257
$32.7M 0.06%
269,640
+19,800
258
$32.6M 0.06%
516,228
-21,756
259
$32.2M 0.06%
215,285
+30,005
260
$32.2M 0.06%
135,446
+74,196
261
$31.9M 0.06%
110,570
+23,051
262
$31.5M 0.06%
5,448
-142
263
$31.5M 0.06%
310,080
-24,894
264
$31.3M 0.06%
835,552
+563,125
265
$31.3M 0.05%
111,335
-17,671
266
$30.8M 0.05%
1,731,203
+9,799
267
$30.8M 0.05%
748,735
+76,582
268
$30.7M 0.05%
1,001,603
+65,031
269
$30.7M 0.05%
279,460
+1,076
270
$30.6M 0.05%
247,929
+73,559
271
$30.4M 0.05%
166,233
+5,430
272
$30.4M 0.05%
135,551
-448
273
$30.2M 0.05%
643,497
+44,312
274
$30.1M 0.05%
423,847
+5,172
275
$30.1M 0.05%
382,030
-12,243
9 10
11
12 13