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
526
$9.92M 0.02%
94,390
-18,497
527
$9.76M 0.02%
12,269
+292
528
$9.71M 0.02%
173,429
-32,794
529
$9.7M 0.02%
154,439
-779
530
$9.7M 0.02%
392,484
+3,845
531
$9.68M 0.02%
135,125
-8,047
532
$9.67M 0.02%
124,145
+112,059
533
$9.63M 0.02%
233,640
+5,487
534
$9.63M 0.02%
33,025
+2,206
535
$9.57M 0.02%
84,174
+674
536
$9.54M 0.02%
100,136
-938
537
$9.49M 0.02%
87,314
-22,938
538
$9.47M 0.02%
264,721
+46,956
539
$9.36M 0.02%
391,470
-44,470
540
$9.21M 0.02%
94,701
+10,468
541
$9.09M 0.02%
147,427
+4,579
542
$9.07M 0.02%
82,561
-13,231
543
$9.06M 0.02%
63,253
+9,679
544
$8.98M 0.02%
112,629
+1,600
545
$8.89M 0.02%
122,382
+1,485
546
$8.8M 0.02%
48,779
-266
547
$8.75M 0.02%
+315,233
548
$8.67M 0.02%
234,310
-98,926
549
$8.66M 0.02%
443,295
+16,473
550
$8.64M 0.02%
64,267
-69
20 21
22
23 24