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
576
$7.93M 0.01%
39,392
-1,221
577
$7.91M 0.01%
21,606
+9,769
578
$7.85M 0.01%
111,517
-439,778
579
$7.81M 0.01%
1,095,421
-125,525
580
$7.78M 0.01%
142,775
+6,406
581
$7.73M 0.01%
68,433
+375
582
$7.72M 0.01%
159,732
-4,429
583
$7.71M 0.01%
211,281
+1,480
584
$7.7M 0.01%
15,406
-7,030
585
$7.69M 0.01%
222,794
+1,498
586
$7.68M 0.01%
44,316
-241
587
$7.66M 0.01%
16,378
+363
588
$7.57M 0.01%
252,849
+170,221
589
$7.56M 0.01%
18,586
+528
590
$7.56M 0.01%
55,394
-1,071
591
$7.52M 0.01%
274,619
+117,309
592
$7.49M 0.01%
30,837
+25,729
593
$7.47M 0.01%
131,909
+14,481
594
$7.46M 0.01%
825,063
+159,562
595
$7.46M 0.01%
25,424
+4,975
596
$7.39M 0.01%
148,443
+41,324
597
$7.38M 0.01%
46,828
-1,070
598
$7.36M 0.01%
32,906
-1,471
599
$7.34M 0.01%
+799,804
600
$7.3M 0.01%
16,392
+391
22 23
24
25 26