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
301
$26.8M 0.05%
326,362
+6,911
302
$26.8M 0.05%
451,792
-7,377
303
$26.6M 0.05%
489,744
-88,548
304
$26.6M 0.05%
282,875
+25,082
305
$26.4M 0.05%
267,111
-251,245
306
$26.3M 0.05%
448,276
-22,217
307
$26.1M 0.05%
262,539
-42,925
308
$26.1M 0.05%
122,647
+50,044
309
$26M 0.05%
171,094
-11,051
310
$25.7M 0.05%
48,979
+4,383
311
$25.6M 0.04%
944,010
+62,045
312
$25.5M 0.04%
486,986
+22,358
313
$25.3M 0.04%
487,103
-37,447
314
$25.2M 0.04%
1,020,175
+95,466
315
$25M 0.04%
306,993
+3,847
316
$24.9M 0.04%
506,206
+9,112
317
$24.9M 0.04%
153,102
+196
318
$24.8M 0.04%
413,843
+31,531
319
$24.6M 0.04%
692,702
+4,956
320
$24.6M 0.04%
532,117
-762
321
$24.6M 0.04%
270,726
-107,538
322
$24.5M 0.04%
36,902
+2,613
323
$24.4M 0.04%
101,660
+2,544
324
$24.2M 0.04%
187,116
-3,499
325
$24M 0.04%
227,000
-685
11 12
13
14 15