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
1001
$2.11M ﹤0.01%
4,416
+157
1002
$2.1M ﹤0.01%
49,563
+3,655
1003
$2.09M ﹤0.01%
53,099
+10,162
1004
$2.09M ﹤0.01%
14,235
-184
1005
$2.09M ﹤0.01%
+114,765
1006
$2.09M ﹤0.01%
240,372
+9,188
1007
$2.09M ﹤0.01%
+58,622
1008
$2.07M ﹤0.01%
+40,513
1009
$2.07M ﹤0.01%
60,780
-3,701
1010
$2.07M ﹤0.01%
56,555
-1,270
1011
$2.07M ﹤0.01%
30,342
-1,727
1012
$2.03M ﹤0.01%
326,035
1013
$2.03M ﹤0.01%
35,942
-2,742
1014
$2.03M ﹤0.01%
+88,197
1015
$2.02M ﹤0.01%
194,799
-1,075
1016
$2.01M ﹤0.01%
160,791
+40,096
1017
$2.01M ﹤0.01%
33,973
-5
1018
$2M ﹤0.01%
74,832
+46,482
1019
$1.99M ﹤0.01%
75,595
-90
1020
$1.98M ﹤0.01%
26,113
-5,483
1021
$1.97M ﹤0.01%
15,022
+100
1022
$1.95M ﹤0.01%
17,335
+171
1023
$1.94M ﹤0.01%
17,558
+6,533
1024
$1.91M ﹤0.01%
21,686
+2,155
1025
$1.91M ﹤0.01%
23,760
+263
39 40
41
42 43