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
1051
$1.74M ﹤0.01%
47,487
-3,174
1052
$1.74M ﹤0.01%
12,861
+258
1053
$1.72M ﹤0.01%
73,253
+27,617
1054
$1.72M ﹤0.01%
54,307
-9,085
1055
$1.71M ﹤0.01%
33,394
-12,844
1056
$1.71M ﹤0.01%
29,488
+12,087
1057
$1.7M ﹤0.01%
22,793
+3,644
1058
$1.69M ﹤0.01%
71,717
+511
1059
$1.68M ﹤0.01%
31,906
+1,075
1060
$1.67M ﹤0.01%
10,871
+735
1061
$1.67M ﹤0.01%
238,882
-142,090
1062
$1.66M ﹤0.01%
15,642
+4,347
1063
$1.66M ﹤0.01%
54,018
+13,041
1064
$1.65M ﹤0.01%
141,714
+5,540
1065
$1.64M ﹤0.01%
31,707
+343
1066
$1.62M ﹤0.01%
31,820
-6,085
1067
$1.62M ﹤0.01%
33,996
+1,109
1068
$1.62M ﹤0.01%
37,195
-2,364
1069
$1.61M ﹤0.01%
102,407
+6,341
1070
$1.61M ﹤0.01%
+46,600
1071
$1.59M ﹤0.01%
7,195
-2,587
1072
$1.59M ﹤0.01%
86,109
+3,338
1073
$1.59M ﹤0.01%
52,436
+1,604
1074
$1.59M ﹤0.01%
60,800
+51,500
1075
$1.58M ﹤0.01%
1,347
+40
41 42
43
44 45