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
1551
$328K ﹤0.01%
8,194
1552
$327K ﹤0.01%
21,735
+453
1553
$327K ﹤0.01%
189,845
-6,000
1554
$326K ﹤0.01%
3,234
-11,250
1555
$326K ﹤0.01%
5,205
+918
1556
$326K ﹤0.01%
2,147
-421
1557
$325K ﹤0.01%
14,436
-72
1558
$324K ﹤0.01%
3,459
-495
1559
$323K ﹤0.01%
23,495
-549
1560
$322K ﹤0.01%
3,333
+488
1561
$322K ﹤0.01%
2,503
1562
$321K ﹤0.01%
60,734
-5,718
1563
$321K ﹤0.01%
+7,940
1564
$320K ﹤0.01%
4,927
+34
1565
$319K ﹤0.01%
+4,991
1566
$319K ﹤0.01%
947
-188
1567
$319K ﹤0.01%
3,375
-360
1568
$318K ﹤0.01%
6,340
1569
$317K ﹤0.01%
3,193
-79
1570
$315K ﹤0.01%
5,030
-92
1571
$315K ﹤0.01%
33,425
+4,603
1572
$314K ﹤0.01%
1,639
-567
1573
$314K ﹤0.01%
3,802
-129
1574
$314K ﹤0.01%
24,984
+3,746
1575
$313K ﹤0.01%
20,153
+7,300
61 62
63
64 65