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
1251
$868K ﹤0.01%
6,801
-350
1252
$863K ﹤0.01%
77,039
-473
1253
$860K ﹤0.01%
28,680
+6,072
1254
$857K ﹤0.01%
35,076
+7,045
1255
$854K ﹤0.01%
15,553
-1,666
1256
$853K ﹤0.01%
87,526
-5,126
1257
$849K ﹤0.01%
47,945
1258
$848K ﹤0.01%
7,809
-856
1259
$844K ﹤0.01%
24,580
+683
1260
$837K ﹤0.01%
9,325
-527
1261
$836K ﹤0.01%
21,782
-3,008
1262
$830K ﹤0.01%
51,511
+584
1263
$830K ﹤0.01%
20,074
-295
1264
$824K ﹤0.01%
17,745
1265
$821K ﹤0.01%
65,935
+2,264
1266
$821K ﹤0.01%
18,183
-28,309
1267
$812K ﹤0.01%
169,130
+546
1268
$809K ﹤0.01%
5,247
+28
1269
$801K ﹤0.01%
67,167
+422
1270
$796K ﹤0.01%
8,179
+36
1271
$794K ﹤0.01%
9,753
+2,398
1272
$792K ﹤0.01%
22,897
+382
1273
$791K ﹤0.01%
174,536
-112,519
1274
$789K ﹤0.01%
15,389
-235
1275
$788K ﹤0.01%
24,510
-290
49 50
51
52 53