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
1226
$953K ﹤0.01%
13,806
-770
1227
$952K ﹤0.01%
2,549
+197
1228
$943K ﹤0.01%
13,878
-450
1229
$942K ﹤0.01%
10,480
-2,258
1230
$941K ﹤0.01%
10,592
+2,117
1231
$938K ﹤0.01%
22,851
+2,457
1232
$930K ﹤0.01%
45,441
-83,798
1233
$929K ﹤0.01%
18,955
+6,718
1234
$928K ﹤0.01%
17,539
-3,116
1235
$927K ﹤0.01%
16,119
-478
1236
$920K ﹤0.01%
18,343
-1,124
1237
$912K ﹤0.01%
9,118
-5,457
1238
$911K ﹤0.01%
23,398
+3,751
1239
$911K ﹤0.01%
4,677
-217
1240
$911K ﹤0.01%
99,116
+49,852
1241
$910K ﹤0.01%
4,692
-106
1242
$910K ﹤0.01%
13,550
-1,366
1243
$907K ﹤0.01%
8,797
-447
1244
$907K ﹤0.01%
9,000
1245
$899K ﹤0.01%
9,359
+29
1246
$889K ﹤0.01%
14,298
1247
$888K ﹤0.01%
26,534
-641
1248
$875K ﹤0.01%
9,118
-917
1249
$872K ﹤0.01%
16,266
-356
1250
$871K ﹤0.01%
11,684
-2,088
48 49
50
51 52