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
51
$222M 0.39%
3,298,113
+204,481
52
$221M 0.39%
1,937,324
+92,222
53
$218M 0.38%
2,234,201
-40,028
54
$215M 0.38%
3,473,705
+86,685
55
$208M 0.36%
266,569
+5,851
56
$206M 0.36%
469,987
+8,784
57
$202M 0.35%
2,916,044
-315,073
58
$195M 0.34%
353,995
-9,817
59
$195M 0.34%
2,901,214
+218,762
60
$194M 0.34%
856,067
+119,412
61
$190M 0.33%
181,204
-3,317
62
$184M 0.32%
775,674
+78,416
63
$169M 0.3%
2,661,374
+81,973
64
$164M 0.29%
4,582,188
-9,932
65
$157M 0.28%
538,676
-3,952
66
$152M 0.27%
491,903
+469
67
$151M 0.26%
538,132
+4,383
68
$148M 0.26%
279,820
+14,819
69
$147M 0.26%
371,769
+12,369
70
$144M 0.25%
1,337,738
-28,153
71
$142M 0.25%
820,814
+8,645
72
$134M 0.24%
2,235,127
+55,615
73
$133M 0.23%
650,338
+40,597
74
$133M 0.23%
615,948
+37,074
75
$132M 0.23%
370,531
+29,900
1 2
3
4 5