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
826
$3.61M 0.01%
79,549
+22,181
827
$3.57M 0.01%
39,125
-12,857
828
$3.57M 0.01%
71,888
-681
829
$3.54M 0.01%
52,493
+43
830
$3.54M 0.01%
16,232
+208
831
$3.53M 0.01%
35,859
+26,225
832
$3.53M 0.01%
110,454
-7,974
833
$3.53M 0.01%
39,160
+72
834
$3.53M 0.01%
320,043
+210,307
835
$3.53M 0.01%
70,166
+41,790
836
$3.51M 0.01%
21,341
-837
837
$3.51M 0.01%
+54,805
838
$3.5M 0.01%
56,707
+6,229
839
$3.47M 0.01%
17,877
+81
840
$3.45M 0.01%
77,822
-1,458
841
$3.44M 0.01%
33,896
+1,178
842
$3.43M 0.01%
+25,408
843
$3.42M 0.01%
33,667
+8,669
844
$3.42M 0.01%
89,628
-7,870
845
$3.4M 0.01%
47,655
+1,511
846
$3.38M 0.01%
40,080
-102,929
847
$3.37M 0.01%
310,656
-17,530
848
$3.37M 0.01%
153,649
-41,435
849
$3.37M 0.01%
+294,979
850
$3.31M 0.01%
270,088
-18,261