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
1651
$245K ﹤0.01%
17,681
-551
1652
$244K ﹤0.01%
4,238
-54,479
1653
$243K ﹤0.01%
66,347
+44,250
1654
$243K ﹤0.01%
+4,667
1655
$243K ﹤0.01%
5,480
-3,928
1656
$243K ﹤0.01%
+8,573
1657
$242K ﹤0.01%
4,152
+200
1658
$240K ﹤0.01%
9,439
-471
1659
$240K ﹤0.01%
3,358
-72
1660
$239K ﹤0.01%
61,958
+10,363
1661
$238K ﹤0.01%
1,753
-280
1662
$237K ﹤0.01%
+40,928
1663
$234K ﹤0.01%
3,174
-81
1664
$233K ﹤0.01%
14,327
-78
1665
$232K ﹤0.01%
+8,659
1666
$232K ﹤0.01%
6,304
-41,882
1667
$231K ﹤0.01%
3,607
-1,341
1668
$230K ﹤0.01%
59,440
1669
$226K ﹤0.01%
3,020
-61,052
1670
$225K ﹤0.01%
2,450
-74
1671
$224K ﹤0.01%
+6,141
1672
$224K ﹤0.01%
+806
1673
$223K ﹤0.01%
14,134
+2,134
1674
$222K ﹤0.01%
2,715
+500
1675
$222K ﹤0.01%
+901
65 66
67
68 69