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
1101
$1.49M ﹤0.01%
16,302
-131
1102
$1.49M ﹤0.01%
13,089
+1,452
1103
$1.49M ﹤0.01%
145,155
+1,475
1104
$1.47M ﹤0.01%
6,102
-498
1105
$1.47M ﹤0.01%
14,679
+296
1106
$1.47M ﹤0.01%
7,750
-5,311
1107
$1.47M ﹤0.01%
9,221
-46
1108
$1.45M ﹤0.01%
24,613
-731
1109
$1.45M ﹤0.01%
56,889
-9,059
1110
$1.45M ﹤0.01%
21,297
-302,128
1111
$1.44M ﹤0.01%
28,631
-20,216
1112
$1.44M ﹤0.01%
39,926
-11,255
1113
$1.44M ﹤0.01%
68,390
-360
1114
$1.43M ﹤0.01%
35,923
+7,959
1115
$1.42M ﹤0.01%
10,194
-2,831
1116
$1.41M ﹤0.01%
31,228
-1,777
1117
$1.41M ﹤0.01%
21,708
-15,427
1118
$1.41M ﹤0.01%
29,243
+5,755
1119
$1.4M ﹤0.01%
44,359
+955
1120
$1.4M ﹤0.01%
19,351
-306
1121
$1.4M ﹤0.01%
28,718
-1,426
1122
$1.4M ﹤0.01%
3,975
+14
1123
$1.38M ﹤0.01%
112,807
-2,621
1124
$1.38M ﹤0.01%
53,265
+3,424
1125
$1.37M ﹤0.01%
+6,750
43 44
45
46 47