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
1751
$77.9K ﹤0.01%
21,393
1752
$74.3K ﹤0.01%
15,000
1753
$71.6K ﹤0.01%
63,896
-230,104
1754
$65.9K ﹤0.01%
18,001
-1,999
1755
$63.5K ﹤0.01%
28,871
-1,880
1756
$60.4K ﹤0.01%
12,580
-5,060
1757
$54.7K ﹤0.01%
2,593
-340
1758
$45.4K ﹤0.01%
+10,532
1759
$41K ﹤0.01%
30,600
1760
$33K ﹤0.01%
25,000
1761
$32.1K ﹤0.01%
13,249
1762
$16.2K ﹤0.01%
11,500
1763
$16.1K ﹤0.01%
+15,030
1764
$5.94K ﹤0.01%
20,000
1765
$3.49K ﹤0.01%
550
-69
1766
– –
-177,912
1767
– –
-27,585
1768
– –
-12,849
1769
– –
-90,864
1770
– –
-55,529
1771
– –
-21,348
1772
– –
-12,554
1773
– –
-30,958
1774
– –
-17,764
1775
– –
-28,454
69 70
71
72 73