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
1576
$313K ﹤0.01%
3,261
-866
1577
$312K ﹤0.01%
4,586
-4
1578
$312K ﹤0.01%
5,180
1579
$310K ﹤0.01%
16,713
+4,150
1580
$309K ﹤0.01%
+4,678
1581
$307K ﹤0.01%
27,836
-688
1582
$306K ﹤0.01%
+5,471
1583
$305K ﹤0.01%
3,150
-50
1584
$305K ﹤0.01%
1,796
+210
1585
$304K ﹤0.01%
4,302
-70
1586
$304K ﹤0.01%
16,028
-2,089
1587
$304K ﹤0.01%
11,675
-1,004
1588
$303K ﹤0.01%
13,651
-1,310
1589
$302K ﹤0.01%
+5,844
1590
$299K ﹤0.01%
6,400
+450
1591
$299K ﹤0.01%
12,931
-282
1592
$298K ﹤0.01%
10,347
1593
$298K ﹤0.01%
+5,898
1594
$295K ﹤0.01%
2,625
-1,874
1595
$295K ﹤0.01%
8,258
+488
1596
$293K ﹤0.01%
1,899
-134
1597
$292K ﹤0.01%
2,206
-475
1598
$292K ﹤0.01%
1,741
-410
1599
$290K ﹤0.01%
+2,871
1600
$289K ﹤0.01%
4,609
-3,422
62 63
64
65 66