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
651
$6.23M 0.01%
94,111
+61,442
652
$6.23M 0.01%
233,356
+43,882
653
$6.22M 0.01%
55,151
+9,306
654
$6.21M 0.01%
106,473
+17,839
655
$6.19M 0.01%
5,270
+135
656
$6.15M 0.01%
85,437
-6,530
657
$6.11M 0.01%
121,353
+1,059
658
$6.09M 0.01%
173,538
+20,074
659
$6.05M 0.01%
109,207
+88,807
660
$6.04M 0.01%
112,727
+1,886
661
$6.01M 0.01%
38,918
+6,832
662
$5.97M 0.01%
55,602
+7,648
663
$5.94M 0.01%
242,998
-132,688
664
$5.94M 0.01%
173,594
+4,834
665
$5.91M 0.01%
11,026
+5,386
666
$5.89M 0.01%
184,205
-59,276
667
$5.87M 0.01%
16,761
+5,407
668
$5.86M 0.01%
265,245
+17,620
669
$5.85M 0.01%
31,911
-10,171
670
$5.84M 0.01%
335,158
-131,623
671
$5.81M 0.01%
32,263
-19,206
672
$5.77M 0.01%
66,207
-2,741
673
$5.75M 0.01%
111,805
+4,598
674
$5.75M 0.01%
35,739
-495
675
$5.74M 0.01%
52,128
-2,016
25 26
27
28 29