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
1151
$1.27M ﹤0.01%
14,789
+349
1152
$1.27M ﹤0.01%
+149,657
1153
$1.26M ﹤0.01%
20,904
+1,975
1154
$1.25M ﹤0.01%
+110,000
1155
$1.25M ﹤0.01%
30,783
+739
1156
$1.25M ﹤0.01%
29,492
+925
1157
$1.23M ﹤0.01%
18,883
-1,286
1158
$1.23M ﹤0.01%
7,804
-495
1159
$1.23M ﹤0.01%
147,612
+904
1160
$1.22M ﹤0.01%
49,951
-905
1161
$1.21M ﹤0.01%
8,469
-18,490
1162
$1.2M ﹤0.01%
79,451
-1,628
1163
$1.2M ﹤0.01%
+26,093
1164
$1.2M ﹤0.01%
26,121
-74,689
1165
$1.19M ﹤0.01%
148,026
+1,655
1166
$1.19M ﹤0.01%
18,755
-10,428
1167
$1.19M ﹤0.01%
31,398
+7,676
1168
$1.19M ﹤0.01%
29,611
+2,847
1169
$1.19M ﹤0.01%
49,816
1170
$1.18M ﹤0.01%
73,752
-1,424
1171
$1.18M ﹤0.01%
25,531
+2,626
1172
$1.17M ﹤0.01%
8,142
-25
1173
$1.17M ﹤0.01%
10,091
+762
1174
$1.17M ﹤0.01%
50,365
+1,090
1175
$1.17M ﹤0.01%
12,161
-10,745