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
1426
$484K ﹤0.01%
4,414
+34
1427
$484K ﹤0.01%
48,127
+13,519
1428
$483K ﹤0.01%
9,000
-789
1429
$482K ﹤0.01%
1,180
-50
1430
$479K ﹤0.01%
12,738
-11,579
1431
$478K ﹤0.01%
6,109
-67
1432
$477K ﹤0.01%
8,434
-5,304
1433
$475K ﹤0.01%
26,174
-5,900
1434
$474K ﹤0.01%
17,591
+595
1435
$473K ﹤0.01%
+31,872
1436
$470K ﹤0.01%
2,908
-53
1437
$470K ﹤0.01%
13,215
+1,661
1438
$469K ﹤0.01%
40,871
-3,242
1439
$465K ﹤0.01%
14,299
1440
$463K ﹤0.01%
2,448
+38
1441
$462K ﹤0.01%
2,757
+661
1442
$461K ﹤0.01%
63,850
1443
$460K ﹤0.01%
22,356
+3,206
1444
$458K ﹤0.01%
5,380
-9,076
1445
$456K ﹤0.01%
9,264
+1,048
1446
$455K ﹤0.01%
51,462
1447
$455K ﹤0.01%
2,500
+83
1448
$455K ﹤0.01%
+2,789
1449
$452K ﹤0.01%
7,518
+1,232
1450
$449K ﹤0.01%
8,929
-2,982
56 57
58
59 60