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
1451
$448K ﹤0.01%
1,909
-10
1452
$447K ﹤0.01%
+7,736
1453
$447K ﹤0.01%
30,530
+18,395
1454
$445K ﹤0.01%
+105,150
1455
$442K ﹤0.01%
7,001
-719
1456
$441K ﹤0.01%
18,107
-5,010
1457
$438K ﹤0.01%
153
-162
1458
$438K ﹤0.01%
5,973
-8,544
1459
$436K ﹤0.01%
9,169
1460
$436K ﹤0.01%
23,819
-732
1461
$431K ﹤0.01%
98,070
+15,061
1462
$430K ﹤0.01%
1,965
-11
1463
$430K ﹤0.01%
3,382
+535
1464
$430K ﹤0.01%
7,768
+2,303
1465
$429K ﹤0.01%
6,778
+1,016
1466
$427K ﹤0.01%
2,026
-945
1467
$427K ﹤0.01%
1,255
-347
1468
$424K ﹤0.01%
8,161
+5
1469
$422K ﹤0.01%
1,344
+181
1470
$421K ﹤0.01%
47,536
-73,555
1471
$421K ﹤0.01%
6,334
-1
1472
$419K ﹤0.01%
8,359
-83
1473
$417K ﹤0.01%
6,512
-200
1474
$416K ﹤0.01%
4,845
1475
$415K ﹤0.01%
3,336
-5