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
976
$2.27M ﹤0.01%
6,059
+49
977
$2.27M ﹤0.01%
8,648
+4,892
978
$2.27M ﹤0.01%
20,507
-2,397
979
$2.26M ﹤0.01%
103,277
+60,569
980
$2.25M ﹤0.01%
44,208
-5,848
981
$2.24M ﹤0.01%
26,869
-437
982
$2.24M ﹤0.01%
5,645
+10
983
$2.22M ﹤0.01%
46,772
+6,390
984
$2.22M ﹤0.01%
53,374
-12,334
985
$2.21M ﹤0.01%
18,942
+13,215
986
$2.2M ﹤0.01%
67,480
+3,918
987
$2.19M ﹤0.01%
39,080
-3,468
988
$2.17M ﹤0.01%
26,101
+265
989
$2.17M ﹤0.01%
8,454
-9,141
990
$2.16M ﹤0.01%
45,971
-109
991
$2.16M ﹤0.01%
15,611
+1,329
992
$2.16M ﹤0.01%
8,993
-618
993
$2.15M ﹤0.01%
62,558
-3,629
994
$2.15M ﹤0.01%
90,329
+38,514
995
$2.14M ﹤0.01%
143,828
-81,533
996
$2.13M ﹤0.01%
28,725
+2,408
997
$2.13M ﹤0.01%
31,876
+2,004
998
$2.13M ﹤0.01%
1,064
+41
999
$2.11M ﹤0.01%
54,396
-25,248
1000
$2.11M ﹤0.01%
19,536
-16,473
38 39
40
41 42