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
326
$23.8M 0.04%
323,090
-48,543
327
$23.8M 0.04%
141,047
-4,293
328
$23.7M 0.04%
97,267
+8,449
329
$23.7M 0.04%
285,613
+12,843
330
$23.2M 0.04%
706,416
-34,084
331
$23.1M 0.04%
182,517
+36,327
332
$23.1M 0.04%
103,628
+406
333
$23.1M 0.04%
81,377
+723
334
$23.1M 0.04%
253,813
-46,551
335
$23M 0.04%
453,673
-250,273
336
$22.9M 0.04%
350,031
-121,699
337
$22.8M 0.04%
139,393
+1,998
338
$22.6M 0.04%
450,491
-2,039
339
$22.4M 0.04%
174,750
-2,492
340
$22.3M 0.04%
181,705
+64,398
341
$22.2M 0.04%
82,403
-8,745
342
$22.2M 0.04%
209,781
+15,601
343
$22.1M 0.04%
290,944
+4,982
344
$22M 0.04%
145,646
-13,055
345
$21.8M 0.04%
74,795
-2,598
346
$21.7M 0.04%
76,286
-5,756
347
$21.5M 0.04%
180,660
+5,505
348
$21.3M 0.04%
56,307
-5,285
349
$21.2M 0.04%
264,200
+9,609
350
$21M 0.04%
435,605
+1,273
12 13
14
15 16