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
1676
$222K ﹤0.01%
+2,954
1677
$221K ﹤0.01%
+16,365
1678
$220K ﹤0.01%
+6,949
1679
$220K ﹤0.01%
+2,899
1680
$219K ﹤0.01%
+2,496
1681
$219K ﹤0.01%
+10,544
1682
$219K ﹤0.01%
+2,572
1683
$217K ﹤0.01%
+2,287
1684
$216K ﹤0.01%
34,743
-185
1685
$216K ﹤0.01%
34,031
+3,911
1686
$216K ﹤0.01%
6,027
-1,064
1687
$216K ﹤0.01%
+1,603
1688
$216K ﹤0.01%
5,005
1689
$214K ﹤0.01%
5,281
1690
$214K ﹤0.01%
9,602
+97
1691
$213K ﹤0.01%
5,417
-1,464
1692
$212K ﹤0.01%
1,673
1693
$211K ﹤0.01%
+8,802
1694
$211K ﹤0.01%
+3,472
1695
$210K ﹤0.01%
2,140
-2,425
1696
$210K ﹤0.01%
+4,533
1697
$209K ﹤0.01%
+3,867
1698
$208K ﹤0.01%
1,649
-505
1699
$207K ﹤0.01%
5,634
-24,335
1700
$207K ﹤0.01%
3,817
-4,873