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
626
$6.63M 0.01%
167,146
-1,865
627
$6.61M 0.01%
52,111
+2,604
628
$6.6M 0.01%
294,856
-126,461
629
$6.59M 0.01%
26,904
-2,454
630
$6.56M 0.01%
117,062
-117,892
631
$6.55M 0.01%
63,379
+9,545
632
$6.51M 0.01%
61,178
-7,041
633
$6.5M 0.01%
125,503
-54,578
634
$6.5M 0.01%
103,752
+126
635
$6.46M 0.01%
73,185
-77,192
636
$6.42M 0.01%
192,978
-51,662
637
$6.42M 0.01%
41,020
+20,820
638
$6.41M 0.01%
42,178
-3,248
639
$6.41M 0.01%
82,907
-7,601
640
$6.39M 0.01%
118,391
-223,506
641
$6.38M 0.01%
120,933
+7,864
642
$6.37M 0.01%
128,742
+5,193
643
$6.34M 0.01%
271,617
+58,008
644
$6.34M 0.01%
108,854
+73,631
645
$6.33M 0.01%
136,285
+6,356
646
$6.33M 0.01%
27,148
+4,767
647
$6.32M 0.01%
313,002
+29,909
648
$6.32M 0.01%
71,171
+1,334
649
$6.25M 0.01%
80,135
+33,243
650
$6.25M 0.01%
225,896
-113,206
24 25
26
27 28