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
601
$7.26M 0.01%
137,986
-31,381
602
$7.25M 0.01%
68,148
+6,379
603
$7.22M 0.01%
160,223
-301,159
604
$7.2M 0.01%
43,377
+263
605
$7.17M 0.01%
101,843
-23,799
606
$7.14M 0.01%
112,064
+11,342
607
$7.12M 0.01%
20,287
-16
608
$7.07M 0.01%
53,129
+10,221
609
$7.05M 0.01%
402,466
+111,807
610
$6.96M 0.01%
167,983
+2,108
611
$6.92M 0.01%
82,285
+1,926
612
$6.87M 0.01%
244,746
+4,553
613
$6.86M 0.01%
275,756
-7,256
614
$6.86M 0.01%
310,301
+35,330
615
$6.85M 0.01%
40,720
-4,400
616
$6.84M 0.01%
410,192
-1,480
617
$6.82M 0.01%
203,993
+7,043
618
$6.81M 0.01%
81,283
+31
619
$6.8M 0.01%
66,073
+4,480
620
$6.78M 0.01%
57,457
-5,468
621
$6.76M 0.01%
34,854
-20,901
622
$6.74M 0.01%
45,722
-62
623
$6.74M 0.01%
89,170
+5,205
624
$6.72M 0.01%
229,390
-20,674
625
$6.71M 0.01%
53,394
-4,426
23 24
25
26 27