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
1376
$578K ﹤0.01%
3,509
+1,534
1377
$577K ﹤0.01%
11,090
+650
1378
$574K ﹤0.01%
13,843
1379
$571K ﹤0.01%
6,875
-144
1380
$565K ﹤0.01%
39,905
+352
1381
$564K ﹤0.01%
22,404
-381
1382
$564K ﹤0.01%
23,447
-1,387
1383
$563K ﹤0.01%
8,026
1384
$563K ﹤0.01%
4,447
+166
1385
$556K ﹤0.01%
6,993
-1
1386
$556K ﹤0.01%
7,600
-622
1387
$553K ﹤0.01%
5,264
+471
1388
$549K ﹤0.01%
2,360
+651
1389
$548K ﹤0.01%
283,745
1390
$548K ﹤0.01%
3,939
-126
1391
$541K ﹤0.01%
6,546
+40
1392
$541K ﹤0.01%
2,553
1393
$540K ﹤0.01%
3,761
+321
1394
$540K ﹤0.01%
2,974
1395
$539K ﹤0.01%
11,239
-383
1396
$537K ﹤0.01%
7,063
+372
1397
$535K ﹤0.01%
19,216
+16
1398
$534K ﹤0.01%
10,371
-1,146
1399
$531K ﹤0.01%
16,589
+1,101
1400
$530K ﹤0.01%
24,006
+3,039
54 55
56
57 58