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
1351
$624K ﹤0.01%
26,346
-1,513
1352
$620K ﹤0.01%
3,580
+301
1353
$613K ﹤0.01%
11,760
-38,837
1354
$612K ﹤0.01%
21,500
+2,500
1355
$611K ﹤0.01%
38,351
-4,711
1356
$610K ﹤0.01%
5,078
+280
1357
$607K ﹤0.01%
14,070
-3,492
1358
$607K ﹤0.01%
17,894
+950
1359
$606K ﹤0.01%
2,496
+16
1360
$605K ﹤0.01%
116,349
1361
$605K ﹤0.01%
24,909
-1,047
1362
$603K ﹤0.01%
7,990
1363
$602K ﹤0.01%
17,775
-776
1364
$601K ﹤0.01%
2,635
-20
1365
$599K ﹤0.01%
1,231
-92
1366
$589K ﹤0.01%
23,161
-869
1367
$589K ﹤0.01%
91,674
+1,581
1368
$587K ﹤0.01%
4,673
-5,010
1369
$587K ﹤0.01%
7,214
-499
1370
$586K ﹤0.01%
3,239
-162
1371
$585K ﹤0.01%
46,014
+5,463
1372
$583K ﹤0.01%
2,530
+343
1373
$582K ﹤0.01%
24,004
-521
1374
$581K ﹤0.01%
49,473
-11,254
1375
$578K ﹤0.01%
7,865
-132
53 54
55
56 57