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
1476
$414K ﹤0.01%
1,144
-77
1477
$414K ﹤0.01%
29,808
-1,351
1478
$413K ﹤0.01%
14,407
-28,135
1479
$413K ﹤0.01%
31,782
+14,644
1480
$410K ﹤0.01%
3,460
-239
1481
$409K ﹤0.01%
8,060
-3,674
1482
$408K ﹤0.01%
1,596
1483
$408K ﹤0.01%
5,638
+434
1484
$407K ﹤0.01%
15,011
-39,655
1485
$407K ﹤0.01%
75,863
-411
1486
$407K ﹤0.01%
9,406
+1,086
1487
$405K ﹤0.01%
7,444
-80
1488
$404K ﹤0.01%
24,284
+350
1489
$404K ﹤0.01%
22,138
-4,820
1490
$402K ﹤0.01%
38,838
+759
1491
$400K ﹤0.01%
19,489
+5,630
1492
$399K ﹤0.01%
24,613
+5,943
1493
$397K ﹤0.01%
42,878
+11,682
1494
$396K ﹤0.01%
2,067
-221
1495
$395K ﹤0.01%
91,553
+5,003
1496
$394K ﹤0.01%
3,260
+697
1497
$394K ﹤0.01%
3,445
-3,009
1498
$392K ﹤0.01%
9,176
-1,245
1499
$391K ﹤0.01%
+1,368
1500
$390K ﹤0.01%
24,049
58 59
60
61 62