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
851
$3.3M 0.01%
13,508
+2,501
852
$3.3M 0.01%
113,381
+20,958
853
$3.3M 0.01%
44,442
+558
854
$3.27M 0.01%
66,550
-930
855
$3.26M 0.01%
40,961
-881
856
$3.25M 0.01%
+125,861
857
$3.25M 0.01%
+120,767
858
$3.24M 0.01%
86,427
+3,116
859
$3.22M 0.01%
+17,867
860
$3.21M 0.01%
35,915
+1,295
861
$3.19M 0.01%
32,245
+2,132
862
$3.19M 0.01%
110,708
+67,218
863
$3.18M 0.01%
108,663
-98,949
864
$3.18M 0.01%
147,663
-3,901
865
$3.16M 0.01%
50,941
+510
866
$3.13M 0.01%
46,169
+1,115
867
$3.13M 0.01%
61,815
-14,323
868
$3.11M 0.01%
5,820
+275
869
$3.11M 0.01%
10,048
+701
870
$3.1M 0.01%
+232,046
871
$3.07M 0.01%
77,384
-21,890
872
$3.06M 0.01%
29,060
+2,164
873
$3.06M 0.01%
27,931
+672
874
$3.06M 0.01%
65,981
+2,008
875
$3.06M 0.01%
49,004
-1,333
33 34
35
36 37