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
276
$29.6M 0.05%
213,419
-10,755
277
$29.4M 0.05%
39,064
-771
278
$29.4M 0.05%
273,534
+32,417
279
$29.1M 0.05%
565,771
-35,565
280
$29M 0.05%
51,176
-571
281
$28.8M 0.05%
323,666
-9,201
282
$28.8M 0.05%
313,645
+33,995
283
$28.8M 0.05%
216,820
-3,461
284
$28.4M 0.05%
374,803
-2,872
285
$28.4M 0.05%
73,281
+985
286
$28.3M 0.05%
55,586
+15,674
287
$28.2M 0.05%
1,128,250
+96,571
288
$28.2M 0.05%
236,167
+1,128
289
$28M 0.05%
38,219
+2,044
290
$27.8M 0.05%
274,171
+22,941
291
$27.6M 0.05%
124,872
+4,002
292
$27.5M 0.05%
202,773
-7,528
293
$27.4M 0.05%
514,085
+11,896
294
$27.3M 0.05%
207,899
+34,991
295
$27.2M 0.05%
403,824
+666
296
$27.1M 0.05%
430,855
+5,019
297
$27M 0.05%
50,403
+1,080
298
$27M 0.05%
86,727
+3,527
299
$26.8M 0.05%
137,603
-2,743
300
$26.8M 0.05%
656,880
-4,814
10 11
12
13 14