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
726
$4.93M 0.01%
15,672
+3,977
727
$4.91M 0.01%
191,132
-43,201
728
$4.9M 0.01%
+81,620
729
$4.88M 0.01%
2,668
+325
730
$4.84M 0.01%
152,415
-17,108
731
$4.83M 0.01%
174,487
+50,682
732
$4.81M 0.01%
109,916
-9,264
733
$4.81M 0.01%
24,300
+3,648
734
$4.78M 0.01%
59,975
+991
735
$4.77M 0.01%
+140,751
736
$4.75M 0.01%
33,884
-244
737
$4.74M 0.01%
111,963
-43
738
$4.74M 0.01%
45,244
+35,646
739
$4.72M 0.01%
84,170
+158
740
$4.7M 0.01%
130,318
+31,902
741
$4.7M 0.01%
100,491
-2,063
742
$4.68M 0.01%
33,040
+436
743
$4.68M 0.01%
533,886
+19,228
744
$4.68M 0.01%
199,913
+4,712
745
$4.64M 0.01%
73,518
-25,282
746
$4.64M 0.01%
124,861
+1,304
747
$4.58M 0.01%
160,234
+24,705
748
$4.55M 0.01%
46,349
+18,310
749
$4.52M 0.01%
20,707
+465
750
$4.5M 0.01%
195,888
-6,550
28 29
30
31 32