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
801
$3.89M 0.01%
20,668
+996
802
$3.88M 0.01%
29,278
-139
803
$3.87M 0.01%
104,831
+2,184
804
$3.86M 0.01%
99,580
-12,353
805
$3.83M 0.01%
108,380
-9,674
806
$3.81M 0.01%
45,925
-4,766
807
$3.8M 0.01%
89,970
+2,567
808
$3.8M 0.01%
+92,967
809
$3.79M 0.01%
451,131
-3,259
810
$3.78M 0.01%
65,621
+352
811
$3.77M 0.01%
198,734
+6,825
812
$3.75M 0.01%
36,388
-5,987
813
$3.74M 0.01%
29,470
+3,873
814
$3.74M 0.01%
45,794
-366
815
$3.73M 0.01%
28,773
-2,525
816
$3.7M 0.01%
34,669
-113
817
$3.68M 0.01%
303,787
-1,070
818
$3.67M 0.01%
173,551
+24,927
819
$3.67M 0.01%
87,697
-7,848
820
$3.66M 0.01%
40,481
+35,981
821
$3.66M 0.01%
35,274
-1,134
822
$3.64M 0.01%
193,441
+8,705
823
$3.62M 0.01%
8,281
-389
824
$3.62M 0.01%
125,582
-1,385
825
$3.61M 0.01%
53,278
+47,176
31 32
33
34 35