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
1276
$786K ﹤0.01%
7,655
+272
1277
$786K ﹤0.01%
7,762
+255
1278
$784K ﹤0.01%
+24,071
1279
$776K ﹤0.01%
30,671
+6,167
1280
$775K ﹤0.01%
17,648
+904
1281
$775K ﹤0.01%
13,282
-1,064
1282
$774K ﹤0.01%
3,699
-277
1283
$767K ﹤0.01%
7,294
+102
1284
$765K ﹤0.01%
15,245
-11,692
1285
$764K ﹤0.01%
12,790
1286
$755K ﹤0.01%
+47,250
1287
$753K ﹤0.01%
8,437
+400
1288
$752K ﹤0.01%
11,222
-3,555
1289
$748K ﹤0.01%
24,826
+1,328
1290
$748K ﹤0.01%
39,901
+443
1291
$748K ﹤0.01%
6,923
-2,231
1292
$744K ﹤0.01%
8,694
+320
1293
$743K ﹤0.01%
18,110
-49,335
1294
$742K ﹤0.01%
91,397
-2,731
1295
$732K ﹤0.01%
+25,359
1296
$730K ﹤0.01%
66,416
+352
1297
$726K ﹤0.01%
15,330
-1,884
1298
$724K ﹤0.01%
5,627
-586
1299
$720K ﹤0.01%
22,196
-349
1300
$720K ﹤0.01%
+21,731