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
351
$20.6M 0.04%
606,666
-125,791
352
$20.6M 0.04%
700,428
-14,308
353
$20.6M 0.04%
516,344
-25,364
354
$20.5M 0.04%
297,802
+11,099
355
$20.5M 0.04%
935,312
+21,882
356
$20.5M 0.04%
128,532
-1,516
357
$20.5M 0.04%
592,891
+91,810
358
$20.5M 0.04%
468,088
-99,824
359
$20.4M 0.04%
391,908
-137,232
360
$20.2M 0.04%
176,257
+11,955
361
$20.2M 0.04%
149,286
-8,995
362
$20.1M 0.04%
190,772
+5,839
363
$20.1M 0.04%
792,223
+19,349
364
$20.1M 0.04%
1,196,652
+96,032
365
$20M 0.04%
165,225
+1,840
366
$19.8M 0.03%
178,800
+3,582
367
$19.7M 0.03%
59,390
-677
368
$19.7M 0.03%
216,037
+3,376
369
$19.6M 0.03%
81,444
+1,452
370
$19.4M 0.03%
194,760
-16,212
371
$19.2M 0.03%
171,319
+3,327
372
$19.2M 0.03%
310,148
+18,007
373
$19.1M 0.03%
292,585
+22,451
374
$19M 0.03%
689,032
+10,157
375
$18.9M 0.03%
170,425
-8,323
13 14
15
16 17