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
876
$3.05M 0.01%
63,888
-50,039
877
$3.05M 0.01%
83,082
-2,684
878
$3.04M 0.01%
122,593
+9,755
879
$3.04M 0.01%
16,784
+2,323
880
$3.03M 0.01%
216,361
+180,018
881
$3.03M 0.01%
77,289
-22,536
882
$3.02M 0.01%
90,318
+329
883
$3.01M 0.01%
91,243
+13,653
884
$3.01M 0.01%
25,693
+2,517
885
$3.01M 0.01%
25,032
+424
886
$2.99M 0.01%
10,692
+1,158
887
$2.98M 0.01%
142,096
+761
888
$2.98M 0.01%
199,877
+19,952
889
$2.95M 0.01%
+484,084
890
$2.95M 0.01%
36,834
891
$2.94M 0.01%
16,384
-1,571
892
$2.9M 0.01%
62,132
+3,063
893
$2.9M 0.01%
85,517
-2,677
894
$2.89M 0.01%
36,377
-1,821
895
$2.88M 0.01%
12,678
+3,448
896
$2.88M 0.01%
29,550
-315
897
$2.88M 0.01%
35,220
-61,492
898
$2.87M 0.01%
43,329
+104
899
$2.86M 0.01%
19,831
-943
900
$2.84M 0.01%
9,273
+89