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
151
$63.4M 0.11%
87
-1
152
$62.8M 0.11%
269,788
-18,097
153
$62.1M 0.11%
431,258
-29,068
154
$61.8M 0.11%
113,691
+29,843
155
$61.6M 0.11%
610,725
-145,663
156
$61M 0.11%
3,437,864
+783,938
157
$60.1M 0.11%
195,187
-4,423
158
$59.8M 0.1%
734,018
-551
159
$59.7M 0.1%
237,849
+9,276
160
$59.4M 0.1%
929,653
-18,498
161
$59.3M 0.1%
1,906,091
+233,817
162
$59.1M 0.1%
188,058
-64,842
163
$59M 0.1%
1,375,607
-36,954
164
$58.5M 0.1%
1,794,062
+124,452
165
$58M 0.1%
2,394,629
-406,942
166
$57.9M 0.1%
424,818
+80,938
167
$57.7M 0.1%
381,489
+214,025
168
$57.1M 0.1%
565,813
-37,036
169
$56.9M 0.1%
221,886
-17,606
170
$56.9M 0.1%
906,359
+38,793
171
$56.6M 0.1%
1,004,047
-63,732
172
$56.5M 0.1%
195,111
-8,520
173
$56.3M 0.1%
288,124
-10,570
174
$55.7M 0.1%
637,765
-49,243
175
$55.5M 0.1%
173,927
-6,042
5 6
7
8 9