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
376
$18.4M 0.03%
124,156
-7,256
377
$18.4M 0.03%
262,804
-2,882
378
$18.4M 0.03%
104,583
+40,858
379
$18.3M 0.03%
203,856
+4,290
380
$18.2M 0.03%
112,110
-1,162
381
$18.2M 0.03%
102,160
+1,145
382
$18.2M 0.03%
135,155
-20,776
383
$17.7M 0.03%
335,650
+12,520
384
$17.7M 0.03%
616,166
+153,835
385
$17.6M 0.03%
106,977
+3,082
386
$17.6M 0.03%
239,978
-144,508
387
$17.6M 0.03%
113,937
+3,082
388
$17.5M 0.03%
251,422
-25,964
389
$17.4M 0.03%
332,418
-25,513
390
$17.4M 0.03%
155,950
+1,276
391
$17.3M 0.03%
100,457
-3,272
392
$17M 0.03%
51,322
+269
393
$16.8M 0.03%
56,059
-20,601
394
$16.8M 0.03%
153,534
+2,734
395
$16.8M 0.03%
858,239
+67,349
396
$16.7M 0.03%
365,957
-58,602
397
$16.7M 0.03%
61,182
-544
398
$16.7M 0.03%
266,520
-19,252
399
$16.7M 0.03%
99,393
+51,416
400
$16.6M 0.03%
844,898
+67,662
14 15
16
17 18