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
401
$16.6M 0.03%
95,213
+591
402
$16.5M 0.03%
87,525
+3,579
403
$16.5M 0.03%
37,455
-1,180
404
$16.3M 0.03%
781,062
+75,088
405
$16.2M 0.03%
1,659,329
+10,413
406
$16.2M 0.03%
524,225
-1,867
407
$16.1M 0.03%
60,007
-26,799
408
$16M 0.03%
31,301
+3,385
409
$15.9M 0.03%
40,974
-601
410
$15.7M 0.03%
175,774
-32,797
411
$15.6M 0.03%
2,363,663
-582,364
412
$15.6M 0.03%
171,092
-18,602
413
$15.6M 0.03%
760,675
+48,665
414
$15.5M 0.03%
470,344
-25,536
415
$15.5M 0.03%
+385,950
416
$15.5M 0.03%
402,439
-22,953
417
$15.4M 0.03%
351,178
-154,600
418
$15.3M 0.03%
205,941
+5,552
419
$15.3M 0.03%
364,802
+55,227
420
$15.3M 0.03%
140,977
+11,206
421
$15.2M 0.03%
170,095
+2,233
422
$15.2M 0.03%
319,146
+4,284
423
$15.1M 0.03%
795,921
+38,789
424
$15.1M 0.03%
126,781
+25,330
425
$15M 0.03%
804,685
+51,316
15 16
17
18 19