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
1626
$264K ﹤0.01%
8,082
-884
1627
$263K ﹤0.01%
+11,631
1628
$262K ﹤0.01%
8,928
1629
$261K ﹤0.01%
34,355
+3,035
1630
$259K ﹤0.01%
+5,867
1631
$258K ﹤0.01%
1,753
+12
1632
$256K ﹤0.01%
10,000
1633
$256K ﹤0.01%
25,286
1634
$254K ﹤0.01%
10,000
1635
$254K ﹤0.01%
10,300
-1,481
1636
$254K ﹤0.01%
1,625
-37,691
1637
$254K ﹤0.01%
10,000
1638
$253K ﹤0.01%
28,016
+9,588
1639
$253K ﹤0.01%
12,384
-1,810
1640
$253K ﹤0.01%
5,520
-21,391
1641
$252K ﹤0.01%
5,235
+151
1642
$252K ﹤0.01%
828
-74
1643
$251K ﹤0.01%
12,500
1644
$250K ﹤0.01%
+1,629
1645
$250K ﹤0.01%
+5,499
1646
$250K ﹤0.01%
3,260
1647
$250K ﹤0.01%
8,754
-1,049
1648
$249K ﹤0.01%
2,048
-123
1649
$248K ﹤0.01%
3,865
+1
1650
$245K ﹤0.01%
5,304
64 65
66
67 68