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
1401
$530K ﹤0.01%
8,916
-45
1402
$522K ﹤0.01%
4,227
-111
1403
$519K ﹤0.01%
21,535
+2,700
1404
$519K ﹤0.01%
7,011
+166
1405
$518K ﹤0.01%
4,600
+210
1406
$518K ﹤0.01%
41,236
+4,450
1407
$516K ﹤0.01%
15,370
+719
1408
$516K ﹤0.01%
12,859
-721
1409
$513K ﹤0.01%
12,596
+787
1410
$511K ﹤0.01%
4,927
+33
1411
$508K ﹤0.01%
3,241
+269
1412
$507K ﹤0.01%
3,649
+173
1413
$499K ﹤0.01%
5,642
-336
1414
$496K ﹤0.01%
11,646
1415
$495K ﹤0.01%
13,049
-1,081
1416
$495K ﹤0.01%
4,693
-317
1417
$492K ﹤0.01%
8,658
1418
$492K ﹤0.01%
4,997
+709
1419
$491K ﹤0.01%
55,079
-321
1420
$490K ﹤0.01%
3,735
+307
1421
$490K ﹤0.01%
2,485
1422
$490K ﹤0.01%
2,844
+1,571
1423
$487K ﹤0.01%
51,265
-360
1424
$486K ﹤0.01%
3,517
+576
1425
$484K ﹤0.01%
13,347
-839
55 56
57
58 59