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
1601
$288K ﹤0.01%
6,506
1602
$285K ﹤0.01%
2,864
-619
1603
$285K ﹤0.01%
15,848
-276
1604
$280K ﹤0.01%
8,136
1605
$280K ﹤0.01%
10,749
-1,345
1606
$277K ﹤0.01%
+1,012
1607
$276K ﹤0.01%
1,364
+101
1608
$274K ﹤0.01%
7,586
+556
1609
$274K ﹤0.01%
2,369
-1,123
1610
$274K ﹤0.01%
3,122
-4,151
1611
$274K ﹤0.01%
6,650
-208
1612
$273K ﹤0.01%
6,669
-392
1613
$273K ﹤0.01%
4,872
-619
1614
$273K ﹤0.01%
3,365
1615
$272K ﹤0.01%
1,740
-31
1616
$272K ﹤0.01%
3,787
-32
1617
$272K ﹤0.01%
4,917
+381
1618
$272K ﹤0.01%
5,305
-1,338
1619
$272K ﹤0.01%
30,700
+20,000
1620
$270K ﹤0.01%
+12,559
1621
$268K ﹤0.01%
10,000
1622
$267K ﹤0.01%
27,625
-6,769
1623
$266K ﹤0.01%
15,049
+446
1624
$265K ﹤0.01%
10,409
-1,373
1625
$265K ﹤0.01%
+5,228
63 64
65
66 67