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
1701
$206K ﹤0.01%
39,389
-219
1702
$205K ﹤0.01%
+4,207
1703
$205K ﹤0.01%
3,665
-1,388
1704
$203K ﹤0.01%
+1,451
1705
$202K ﹤0.01%
11,296
1706
$201K ﹤0.01%
2,532
-1,292
1707
$201K ﹤0.01%
+4,420
1708
$200K ﹤0.01%
1,259
1709
$194K ﹤0.01%
61,075
-650
1710
$193K ﹤0.01%
+12,118
1711
$190K ﹤0.01%
18,306
-51,044
1712
$189K ﹤0.01%
32,548
+2,000
1713
$187K ﹤0.01%
27,014
+200
1714
$184K ﹤0.01%
14,240
-157
1715
$182K ﹤0.01%
11,765
-6,818
1716
$182K ﹤0.01%
255,994
-145,000
1717
$179K ﹤0.01%
192,461
+100,000
1718
$174K ﹤0.01%
15,232
+4,309
1719
$172K ﹤0.01%
25,193
+180
1720
$164K ﹤0.01%
11,460
+1
1721
$156K ﹤0.01%
32,123
-35,063
1722
$154K ﹤0.01%
29,059
+17,186
1723
$149K ﹤0.01%
21,873
-10,521
1724
$147K ﹤0.01%
10,764
-1,800
1725
$144K ﹤0.01%
13,164
+1,459
67 68
69
70 71