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
701
$5.28M 0.01%
53,463
+47,401
702
$5.27M 0.01%
56,938
+14,236
703
$5.25M 0.01%
906,402
+45,988
704
$5.23M 0.01%
+14,949
705
$5.19M 0.01%
612,455
-528
706
$5.19M 0.01%
235,869
-8,720
707
$5.18M 0.01%
61,159
-1,248
708
$5.18M 0.01%
57,444
-1,146
709
$5.18M 0.01%
104,552
+9,688
710
$5.17M 0.01%
122,583
-2,042
711
$5.17M 0.01%
4,968
-361
712
$5.16M 0.01%
70,876
+6,252
713
$5.14M 0.01%
110,553
+89,001
714
$5.11M 0.01%
63,125
+8,908
715
$5.11M 0.01%
997,729
-344,900
716
$5.1M 0.01%
1,011,988
-336,074
717
$5.1M 0.01%
127,324
+21,931
718
$5.03M 0.01%
12,448
+5,871
719
$5M 0.01%
54,963
+4,544
720
$5M 0.01%
48,738
+1,451
721
$4.99M 0.01%
48,670
-13,640
722
$4.97M 0.01%
89,955
+5,815
723
$4.95M 0.01%
15,591
-1,383
724
$4.95M 0.01%
+184,418
725
$4.94M 0.01%
115,930
-464
27 28
29
30 31