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
901
$2.83M 0.01%
22,006
-21
902
$2.83M 0.01%
70,220
+352
903
$2.83M 0.01%
29,398
+2,419
904
$2.82M 0.01%
25,905
-2,243
905
$2.82M ﹤0.01%
63,745
-830
906
$2.82M ﹤0.01%
86,611
-169
907
$2.81M ﹤0.01%
28,530
+1,024
908
$2.81M ﹤0.01%
55,346
+506
909
$2.8M ﹤0.01%
39,475
-655
910
$2.79M ﹤0.01%
114,169
+13,265
911
$2.79M ﹤0.01%
33,167
-1,731
912
$2.77M ﹤0.01%
124,018
+57,628
913
$2.75M ﹤0.01%
51,752
+17,184
914
$2.75M ﹤0.01%
46,424
-1,974
915
$2.75M ﹤0.01%
419,237
+403,201
916
$2.74M ﹤0.01%
+20,472
917
$2.74M ﹤0.01%
39,741
+1,438
918
$2.74M ﹤0.01%
48,659
-498
919
$2.7M ﹤0.01%
31,863
+599
920
$2.7M ﹤0.01%
14,221
+15
921
$2.69M ﹤0.01%
4,897
-350
922
$2.68M ﹤0.01%
55,781
+2,356
923
$2.67M ﹤0.01%
118,851
+75
924
$2.65M ﹤0.01%
75,572
+1,316
925
$2.65M ﹤0.01%
+14,614
35 36
37
38 39