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
1201
$1.04M ﹤0.01%
8,606
-184
1202
$1.04M ﹤0.01%
6,345
+8
1203
$1.03M ﹤0.01%
28,359
+3,825
1204
$1.03M ﹤0.01%
28,544
+893
1205
$1.03M ﹤0.01%
9,848
-19,824
1206
$1.02M ﹤0.01%
4,418
+60
1207
$1.01M ﹤0.01%
20,629
-313,120
1208
$1.01M ﹤0.01%
29,443
1209
$1M ﹤0.01%
3,064
-234
1210
$999K ﹤0.01%
24,766
-978
1211
$999K ﹤0.01%
40,808
-51,604
1212
$994K ﹤0.01%
23,764
+3,193
1213
$993K ﹤0.01%
30,272
+177
1214
$990K ﹤0.01%
3,666
+584
1215
$984K ﹤0.01%
40,551
-1,248
1216
$981K ﹤0.01%
17,500
+2,876
1217
$976K ﹤0.01%
6,595
+437
1218
$975K ﹤0.01%
3,769
-180
1219
$975K ﹤0.01%
165,181
+16,779
1220
$973K ﹤0.01%
19,765
-161
1221
$967K ﹤0.01%
+18,797
1222
$962K ﹤0.01%
37,110
1223
$960K ﹤0.01%
17,210
-14,715
1224
$957K ﹤0.01%
13,692
+1,110
1225
$953K ﹤0.01%
11,000
47 48
49
50 51