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
76
$126M 0.22%
157,808
+22,668
77
$126M 0.22%
951,642
-7,225
78
$124M 0.22%
360,669
+9,114
79
$123M 0.22%
4,630,952
+242,479
80
$123M 0.21%
315,581
-90,394
81
$121M 0.21%
834,655
-23,010
82
$120M 0.21%
1,342,139
+7,270
83
$118M 0.21%
398,650
-98,398
84
$115M 0.2%
1,256,252
-92,211
85
$115M 0.2%
3,799,251
-326,449
86
$114M 0.2%
359,602
-20,682
87
$112M 0.2%
471,077
+3,108
88
$111M 0.19%
457,291
-17,452
89
$111M 0.19%
758,970
-8,705
90
$111M 0.19%
506,681
+11,759
91
$107M 0.19%
575,522
+111,517
92
$107M 0.19%
390,765
+4,342
93
$106M 0.19%
355,268
-6,140
94
$106M 0.19%
516,996
+4,572
95
$105M 0.18%
660,035
-106,018
96
$104M 0.18%
1,052,532
+64,252
97
$102M 0.18%
1,476,673
+441,034
98
$101M 0.18%
914,023
+6,682
99
$99.8M 0.18%
2,307,034
-42,572
100
$98.7M 0.17%
1,247,166
-191,756
2 3
4
5 6