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
751
$4.5M 0.01%
26,624
+19,576
752
$4.5M 0.01%
80,136
+6,269
753
$4.45M 0.01%
48,254
+547
754
$4.42M 0.01%
234,527
+3,944
755
$4.41M 0.01%
12,531
-489
756
$4.41M 0.01%
171,235
-4,715
757
$4.4M 0.01%
+88,014
758
$4.38M 0.01%
159,525
-1,018,150
759
$4.3M 0.01%
54,485
-911
760
$4.29M 0.01%
50,108
+10,764
761
$4.27M 0.01%
37,626
-18,492
762
$4.26M 0.01%
8,687
-417
763
$4.26M 0.01%
160,185
-60,632
764
$4.25M 0.01%
31,916
+4,699
765
$4.23M 0.01%
134,779
+1,278
766
$4.23M 0.01%
31,942
+22,975
767
$4.22M 0.01%
27,140
-1,683
768
$4.21M 0.01%
1,000,711
+500,212
769
$4.2M 0.01%
55,180
-65,553
770
$4.17M 0.01%
7,810
-1,283
771
$4.16M 0.01%
13,671
+3,008
772
$4.16M 0.01%
37,603
+1,262
773
$4.14M 0.01%
+67,474
774
$4.13M 0.01%
59,807
+2,745
775
$4.13M 0.01%
60,549
-1,099
29 30
31
32 33