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
1526
$359K ﹤0.01%
2,470
-17,801
1527
$359K ﹤0.01%
1,818
-203,516
1528
$358K ﹤0.01%
+3,572
1529
$357K ﹤0.01%
10,577
1530
$357K ﹤0.01%
8,751
-111
1531
$355K ﹤0.01%
15,294
-578
1532
$355K ﹤0.01%
+70,000
1533
$354K ﹤0.01%
8,802
-1,966
1534
$354K ﹤0.01%
7,500
1535
$353K ﹤0.01%
+3,581
1536
$352K ﹤0.01%
14,538
+2,046
1537
$350K ﹤0.01%
20,945
-384,202
1538
$350K ﹤0.01%
+6,286
1539
$347K ﹤0.01%
10,778
+741
1540
$344K ﹤0.01%
6,495
-283
1541
$339K ﹤0.01%
+3,903
1542
$339K ﹤0.01%
2,764
-587
1543
$337K ﹤0.01%
64,368
+384
1544
$335K ﹤0.01%
4,588
-27
1545
$334K ﹤0.01%
8,023
1546
$333K ﹤0.01%
4,148
-11,476
1547
$332K ﹤0.01%
2,873
+708
1548
$332K ﹤0.01%
1,480
1549
$330K ﹤0.01%
4,815
1550
$329K ﹤0.01%
14,264
+1,358
60 61
62
63 64