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
776
$4.13M 0.01%
39,751
-49
777
$4.1M 0.01%
+78,826
778
$4.09M 0.01%
41,168
+175
779
$4.09M 0.01%
84,938
-2,258
780
$4.09M 0.01%
62,000
+29,692
781
$4.08M 0.01%
44,753
-299
782
$4.08M 0.01%
14,038
+3,119
783
$4.08M 0.01%
78,370
+40,239
784
$4.08M 0.01%
167,264
+71,932
785
$4.07M 0.01%
9,048
-6
786
$4.05M 0.01%
53,720
787
$4.05M 0.01%
138,655
+36,938
788
$4.05M 0.01%
41,630
+96
789
$4.04M 0.01%
+28,170
790
$4.03M 0.01%
308,887
+153,846
791
$4.02M 0.01%
178,831
+60,039
792
$4.02M 0.01%
525,406
-15,770
793
$4.02M 0.01%
+698,879
794
$4.02M 0.01%
126,302
-35,113
795
$3.99M 0.01%
58,130
-1,176
796
$3.98M 0.01%
62,592
+18,811
797
$3.97M 0.01%
510,390
+30,790
798
$3.95M 0.01%
136,277
+61,405
799
$3.92M 0.01%
53,893
-4,333
800
$3.9M 0.01%
90,936
-304
30 31
32
33 34