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
551
$8.53M 0.01%
175,343
-3,262
552
$8.5M 0.01%
114,322
-11,708
553
$8.49M 0.01%
198,325
+72,767
554
$8.48M 0.01%
102,060
+22,728
555
$8.46M 0.01%
38,772
-1,732
556
$8.43M 0.01%
92,542
-2,181
557
$8.43M 0.01%
198,905
+95,798
558
$8.42M 0.01%
367,389
+57,625
559
$8.39M 0.01%
399,640
+3,546
560
$8.36M 0.01%
69,062
-16,069
561
$8.34M 0.01%
50,898
-20,622
562
$8.31M 0.01%
183,406
-4,135
563
$8.31M 0.01%
103,036
+19,309
564
$8.22M 0.01%
170,802
+48,107
565
$8.21M 0.01%
5,397
+332
566
$8.17M 0.01%
33,143
+697
567
$8.15M 0.01%
125,218
+422
568
$8.05M 0.01%
110,314
-8,497
569
$8.02M 0.01%
518,461
+28,018
570
$8.01M 0.01%
516,634
-7,937
571
$8M 0.01%
79,429
+74,453
572
$7.99M 0.01%
109,660
-30,064
573
$7.98M 0.01%
263,641
-42,755
574
$7.97M 0.01%
38,152
+1,130
575
$7.95M 0.01%
39,548
+34,848
21 22
23
24 25