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
101
$97.2M 0.17%
529,587
+579
102
$96.2M 0.17%
2,725,494
+195,072
103
$95.7M 0.17%
2,114,440
-763,139
104
$94.8M 0.17%
1,087,856
+2,458
105
$92.9M 0.16%
977,679
-20,309
106
$92.2M 0.16%
2,405,278
+364,422
107
$90.1M 0.16%
438,130
-57,895
108
$88.9M 0.16%
555,983
+70,070
109
$87.9M 0.15%
111,621
+14,399
110
$87.8M 0.15%
658,640
-5,478
111
$87.8M 0.15%
172,033
-29,521
112
$86.4M 0.15%
2,635,781
+613,513
113
$86M 0.15%
461,211
+3,567
114
$84.1M 0.15%
1,349,165
-490,856
115
$83.7M 0.15%
145,147
-6,161
116
$83.1M 0.15%
272,589
-25,695
117
$82.9M 0.15%
342,442
+68,046
118
$82.1M 0.14%
1,423,685
+428,932
119
$81M 0.14%
199,737
-13,074
120
$80.2M 0.14%
236,244
-970
121
$79.7M 0.14%
295,744
+13,321
122
$79.4M 0.14%
284,528
-24,670
123
$79.3M 0.14%
1,121,026
-4,790
124
$78.8M 0.14%
168,010
+2,141
125
$78.6M 0.14%
1,383,274
+119,026
3 4
5
6 7