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
1826
– –
-6,760
1827
– –
-15,691
1828
– –
-12,138
1829
– –
-12,530
1830
– –
-6,680
1831
– –
-19,137
1832
– –
-24,367
1833
– –
-45,532
1834
– –
-70,117
1835
– –
-6,038
1836
– –
-21,500
1837
– –
-14,498
1838
– –
-10,450
1839
– –
-38,193
1840
– –
-2,589
1841
– –
-339,598
1842
– –
-5,828
1843
– –
-13,665
1844
– –
-10,613
1845
– –
-29,681
1846
– –
-17,630
1847
– –
-17,680
1848
– –
-13,000
1849
– –
-11,876
1850
– –
-52,477
71 72 73
74
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