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
126
$78.4M 0.14%
110,783
-2,079
127
$78.3M 0.14%
587,355
+103,441
128
$76.8M 0.13%
1,567,346
-112,484
129
$76.3M 0.13%
104,333
-4,199
130
$76.1M 0.13%
568,320
+11,440
131
$75.5M 0.13%
305,354
-141,835
132
$74M 0.13%
920,768
-41,500
133
$72.8M 0.13%
1,789,782
+319,582
134
$72.1M 0.13%
347,249
-57,789
135
$71.6M 0.13%
459,254
-8,942
136
$70.8M 0.12%
323,972
+7,360
137
$70.8M 0.12%
309,545
-14,113
138
$70.3M 0.12%
596,080
-41,654
139
$68.5M 0.12%
1,733,365
-10,486
140
$67.6M 0.12%
651,589
-64
141
$67.4M 0.12%
850,605
+395,275
142
$67.4M 0.12%
563,098
-50,620
143
$67.3M 0.12%
1,371,256
-518,868
144
$66.1M 0.12%
129,969
+6,349
145
$65.5M 0.11%
577,395
+120,732
146
$65.2M 0.11%
320,838
+88,132
147
$65M 0.11%
667,781
+148,431
148
$64.6M 0.11%
703,737
+24,350
149
$64M 0.11%
1,161,560
-198,086
150
$63.8M 0.11%
221,466
-15,696
4 5
6
7 8