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
1501
$390K ﹤0.01%
4,040
-72
1502
$389K ﹤0.01%
5,550
1503
$389K ﹤0.01%
14,551
+1,995
1504
$388K ﹤0.01%
5,455
-88
1505
$387K ﹤0.01%
+8,545
1506
$387K ﹤0.01%
5,520
1507
$385K ﹤0.01%
5,069
-351,660
1508
$385K ﹤0.01%
7,750
-2,405
1509
$384K ﹤0.01%
2,400
1510
$383K ﹤0.01%
2,184
-815
1511
$381K ﹤0.01%
24,767
-300
1512
$381K ﹤0.01%
6,370
-1,133
1513
$381K ﹤0.01%
33,921
-18,993
1514
$377K ﹤0.01%
2,180
-76
1515
$374K ﹤0.01%
11,443
-660
1516
$374K ﹤0.01%
16,343
-12,785
1517
$374K ﹤0.01%
5,086
-198
1518
$371K ﹤0.01%
8,407
-124
1519
$371K ﹤0.01%
14,871
1520
$369K ﹤0.01%
50
1521
$368K ﹤0.01%
30,960
+9,418
1522
$365K ﹤0.01%
+12,402
1523
$365K ﹤0.01%
9,999
1524
$363K ﹤0.01%
7,412
+631
1525
$361K ﹤0.01%
3,853
+530
59 60
61
62 63