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
501
$11.1M 0.02%
101,722
-78,092
502
$11.1M 0.02%
52,289
-38,482
503
$11M 0.02%
39,596
-2,939
504
$10.9M 0.02%
355,221
-3,704
505
$10.9M 0.02%
166,471
-415
506
$10.9M 0.02%
151,882
-42,472
507
$10.9M 0.02%
208,577
-20,823
508
$10.8M 0.02%
112,353
-36,883
509
$10.7M 0.02%
33,475
+1,310
510
$10.6M 0.02%
34,081
+1,274
511
$10.5M 0.02%
46,875
-447
512
$10.5M 0.02%
416,825
+493
513
$10.5M 0.02%
141,640
-41,586
514
$10.5M 0.02%
154,057
+6,993
515
$10.5M 0.02%
405,790
-158,779
516
$10.4M 0.02%
33,108
+1,563
517
$10.4M 0.02%
512,277
+172,938
518
$10.4M 0.02%
220,014
-4,406
519
$10.2M 0.02%
269,706
-403
520
$10.2M 0.02%
91,607
-9,908
521
$10.1M 0.02%
20,679
+18,641
522
$9.99M 0.02%
377,392
-67,240
523
$9.98M 0.02%
223,003
+1,961
524
$9.98M 0.02%
149,003
-1,580
525
$9.93M 0.02%
27,836
+909
19 20
21
22 23