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
1776
– –
-4,296
1777
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-100,000
1778
– –
-55,968
1779
– –
-75,771
1780
– –
-12,655
1781
– –
-12,448
1782
– –
-5,000
1783
– –
-10,500
1784
– –
-127,425
1785
– –
-4,917
1786
– –
-7,184
1787
– –
-15,090
1788
– –
-3,883
1789
– –
-11,530
1790
– –
-13,672
1791
– –
-8,821
1792
– –
-10,225
1793
– –
-5,730
1794
– –
-7,465
1795
– –
-9,286
1796
– –
-10,261
1797
– –
-386,529
1798
– –
-14,335
1799
– –
-10,320
1800
– –
-106,502
70 71
72
73 74