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
1726
$142K ﹤0.01%
13,745
+3,100
1727
$142K ﹤0.01%
16,334
+2,293
1728
$141K ﹤0.01%
+16,468
1729
$139K ﹤0.01%
17,356
+750
1730
$138K ﹤0.01%
31,408
-3,034
1731
$136K ﹤0.01%
+13,675
1732
$133K ﹤0.01%
22,247
-1
1733
$131K ﹤0.01%
+26,321
1734
$125K ﹤0.01%
18,575
+1,450
1735
$123K ﹤0.01%
+11,699
1736
$123K ﹤0.01%
11,821
1737
$122K ﹤0.01%
23,676
+3,000
1738
$119K ﹤0.01%
20,976
-7,284
1739
$117K ﹤0.01%
+17,380
1740
$111K ﹤0.01%
500,000
1741
$107K ﹤0.01%
+10,019
1742
$99.2K ﹤0.01%
38,162
1743
$96.6K ﹤0.01%
10,819
-3,860
1744
$95.4K ﹤0.01%
17,449
+59
1745
$95.2K ﹤0.01%
16,555
+4,000
1746
$93.9K ﹤0.01%
13,725
1747
$86.8K ﹤0.01%
+10,100
1748
$85.6K ﹤0.01%
10,090
-1,671
1749
$84.4K ﹤0.01%
10,050
1750
$83.6K ﹤0.01%
20,296
68 69
70
71 72