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
951
$2.4M ﹤0.01%
33,697
+17,026
952
$2.4M ﹤0.01%
180,693
953
$2.39M ﹤0.01%
10,361
-1,973
954
$2.38M ﹤0.01%
27,600
+13,349
955
$2.37M ﹤0.01%
54,746
-158,424
956
$2.37M ﹤0.01%
16,673
-6,362
957
$2.37M ﹤0.01%
127,786
+36,289
958
$2.37M ﹤0.01%
399,740
-44,540
959
$2.36M ﹤0.01%
33,621
-178,916
960
$2.36M ﹤0.01%
38,416
-44,220
961
$2.36M ﹤0.01%
265,090
+617
962
$2.35M ﹤0.01%
62,729
+123
963
$2.35M ﹤0.01%
34,033
+2,441
964
$2.34M ﹤0.01%
31,446
+85
965
$2.34M ﹤0.01%
207,333
-33,196
966
$2.32M ﹤0.01%
72,668
-3,869
967
$2.3M ﹤0.01%
31,279
+8,745
968
$2.3M ﹤0.01%
18,183
-7,020
969
$2.3M ﹤0.01%
78,168
-1,263
970
$2.29M ﹤0.01%
209,829
+44,679
971
$2.29M ﹤0.01%
16,118
+8,709
972
$2.29M ﹤0.01%
36,789
-137
973
$2.29M ﹤0.01%
33,350
-621
974
$2.28M ﹤0.01%
28,719
+3,245
975
$2.27M ﹤0.01%
113,306
+3,577