Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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
1801
– –
-3,711
1802
– –
-4,037
1803
– –
-3,251
1804
– –
-2,170
1805
– –
-11,961
1806
– –
-4,341
1807
– –
-14,936
1808
– –
-26,383
1809
– –
-7,294
1810
– –
-18,052
1811
– –
-18,202
1812
– –
-6,714
1813
– –
-3,788
1814
– –
-11,097
1815
– –
-11,436
1816
– –
-89,228
1817
– –
-59,431
1818
– –
-1,868
1819
– –
-6,635
1820
– –
-6,760
1821
– –
-15,691
1822
– –
-12,138
1823
– –
-177,912
1824
– –
-27,585
1825
– –
-12,530
71 72
73
74 75