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
451
$13.8M 0.02%
421,489
-1,538
452
$13.7M 0.02%
145,748
+8,482
453
$13.6M 0.02%
+145,381
454
$13.6M 0.02%
268,183
+179,152
455
$13.6M 0.02%
149,272
-15,457
456
$13.5M 0.02%
155,974
-2,800
457
$13.5M 0.02%
58,481
-1,019
458
$13.5M 0.02%
146,849
-24,887
459
$13.5M 0.02%
173,658
+56,613
460
$13.4M 0.02%
84,988
-164
461
$13.4M 0.02%
410,773
-3,837
462
$13.3M 0.02%
78,053
+1,411
463
$13.3M 0.02%
46,364
+1,822
464
$13.1M 0.02%
205,582
-787
465
$13M 0.02%
34,018
+4,907
466
$13M 0.02%
217,045
-64,216
467
$12.9M 0.02%
332,473
+143,052
468
$12.9M 0.02%
85,913
-16,529
469
$12.8M 0.02%
15,495
+9,508
470
$12.7M 0.02%
45,647
+12,933
471
$12.7M 0.02%
94,323
-14,578
472
$12.7M 0.02%
173,730
-1,209
473
$12.7M 0.02%
28,417
-514
474
$12.7M 0.02%
69,361
-971
475
$12.7M 0.02%
60,124
+320
17 18
19
20 21