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
1326
$682K ﹤0.01%
5,726
-485
1327
$678K ﹤0.01%
6,145
-36
1328
$678K ﹤0.01%
60,103
+11,587
1329
$677K ﹤0.01%
12,080
-912
1330
$671K ﹤0.01%
65,615
+19,881
1331
$667K ﹤0.01%
5,448
1332
$667K ﹤0.01%
55,930
+1,075
1333
$664K ﹤0.01%
31,094
+2,140
1334
$661K ﹤0.01%
26,919
+645
1335
$660K ﹤0.01%
12,600
1336
$658K ﹤0.01%
10,332
+163
1337
$658K ﹤0.01%
16,167
-1
1338
$653K ﹤0.01%
2,664
-8,250
1339
$647K ﹤0.01%
+89,187
1340
$644K ﹤0.01%
3,697
+219
1341
$642K ﹤0.01%
1,253
+17
1342
$641K ﹤0.01%
7,778
-490
1343
$641K ﹤0.01%
7,939
+1,666
1344
$641K ﹤0.01%
10,745
-67
1345
$634K ﹤0.01%
4,201
+543
1346
$633K ﹤0.01%
65,663
-13,395
1347
$631K ﹤0.01%
1,544
-3,518
1348
$627K ﹤0.01%
61,700
+786
1349
$626K ﹤0.01%
26,931
-1,596
1350
$626K ﹤0.01%
26,179
+266
52 53
54
55 56