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
676
$5.71M 0.01%
56,622
-4,901
677
$5.69M 0.01%
122,229
+510
678
$5.66M 0.01%
183,552
-11,067
679
$5.65M 0.01%
212,838
+661
680
$5.64M 0.01%
102,091
-12,327
681
$5.64M 0.01%
103,639
+5,730
682
$5.63M 0.01%
111,926
+45,652
683
$5.61M 0.01%
99,540
-290
684
$5.6M 0.01%
532,450
+30,818
685
$5.55M 0.01%
292,424
-1,430
686
$5.55M 0.01%
173,404
-6,145
687
$5.54M 0.01%
23,217
+1,309
688
$5.53M 0.01%
12,269
-226
689
$5.52M 0.01%
28,653
-2,797
690
$5.51M 0.01%
11,388
-1,015
691
$5.49M 0.01%
89,701
-1,854
692
$5.46M 0.01%
111,196
+31,383
693
$5.45M 0.01%
26,101
-392
694
$5.44M 0.01%
137,267
-1,067
695
$5.38M 0.01%
10,732
-7,770
696
$5.37M 0.01%
78,091
+7,465
697
$5.33M 0.01%
103,739
+21,582
698
$5.32M 0.01%
158,126
+4,217
699
$5.31M 0.01%
1,430
+98
700
$5.31M 0.01%
253,651
-31,791
26 27
28
29 30