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
426
$14.9M 0.03%
201,032
-16,547
427
$14.9M 0.03%
282,115
+16,741
428
$14.9M 0.03%
280,348
-30,218
429
$14.8M 0.03%
208,184
+170,936
430
$14.8M 0.03%
99,400
+885
431
$14.8M 0.03%
16,511
+5,834
432
$14.7M 0.03%
114,128
-22
433
$14.4M 0.03%
43,585
+1,619
434
$14.4M 0.03%
79,868
-125
435
$14.4M 0.03%
857,374
+68,391
436
$14.4M 0.03%
151,840
-31,783
437
$14.4M 0.03%
435,878
-31,438
438
$14.3M 0.03%
533,666
+37,678
439
$14.3M 0.03%
62,868
-7,502
440
$14.3M 0.03%
227,952
+5,976
441
$14.3M 0.03%
76,569
+39,434
442
$14.1M 0.02%
854,762
+62,149
443
$14.1M 0.02%
49,522
-446
444
$14.1M 0.02%
524,238
+157,357
445
$14M 0.02%
5,351
-20
446
$14M 0.02%
84,406
+52,794
447
$13.9M 0.02%
105,256
-621
448
$13.9M 0.02%
323,379
-8,089
449
$13.8M 0.02%
87,760
+1,936
450
$13.8M 0.02%
670,851
+48,922
16 17
18
19 20