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
1026
$1.9M ﹤0.01%
16,766
-261
1027
$1.89M ﹤0.01%
170,060
-4,383
1028
$1.87M ﹤0.01%
396,393
+3,542
1029
$1.87M ﹤0.01%
27,728
-68
1030
$1.87M ﹤0.01%
27,474
+7,414
1031
$1.86M ﹤0.01%
4,463
+58
1032
$1.85M ﹤0.01%
130,779
+2,576
1033
$1.85M ﹤0.01%
9,787
+418
1034
$1.85M ﹤0.01%
37,524
+1,706
1035
$1.84M ﹤0.01%
57,961
1036
$1.83M ﹤0.01%
173,986
-43,016
1037
$1.83M ﹤0.01%
+66,344
1038
$1.82M ﹤0.01%
64,720
+23,484
1039
$1.82M ﹤0.01%
42,057
+731
1040
$1.8M ﹤0.01%
571,946
-382,240
1041
$1.78M ﹤0.01%
72,308
-746
1042
$1.78M ﹤0.01%
13,555
+3,811
1043
$1.78M ﹤0.01%
17,094
+474
1044
$1.77M ﹤0.01%
21,834
-152
1045
$1.76M ﹤0.01%
21,295
+343
1046
$1.76M ﹤0.01%
26,075
+4,731
1047
$1.75M ﹤0.01%
23,919
+500
1048
$1.75M ﹤0.01%
37,426
-14,506
1049
$1.75M ﹤0.01%
71,977
+32,221
1050
$1.74M ﹤0.01%
13,685
-2
40 41
42
43 44