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
476
$12.6M 0.02%
108,927
+1,166
477
$12.3M 0.02%
37,430
-23,273
478
$12.2M 0.02%
781,143
+15,019
479
$12.2M 0.02%
73,494
-3,189
480
$12.2M 0.02%
479,744
-11,658
481
$12.1M 0.02%
297,148
+1,700
482
$12M 0.02%
162,416
-16,655
483
$11.9M 0.02%
265,662
+2,175
484
$11.9M 0.02%
376,366
+4,150
485
$11.7M 0.02%
242,955
-41,569
486
$11.7M 0.02%
33,567
-2,568
487
$11.7M 0.02%
345,764
+9,733
488
$11.6M 0.02%
148,634
-7,508
489
$11.6M 0.02%
558,813
-2,399
490
$11.6M 0.02%
+438,432
491
$11.5M 0.02%
35,641
+5,811
492
$11.5M 0.02%
290,529
-122,978
493
$11.5M 0.02%
97,623
-4,436
494
$11.4M 0.02%
553,392
-608
495
$11.4M 0.02%
251,301
-119
496
$11.4M 0.02%
173,470
+2,315
497
$11.3M 0.02%
120,824
-13,618
498
$11.3M 0.02%
168,051
-575
499
$11.3M 0.02%
45,329
-412
500
$11.2M 0.02%
324,684
-53,750
18 19
20
21 22