Baird Financial Group Portfolio holdings
AUM
$62.2B
1-Year Est. Return
21.98%
1 Year Est. Return
+21.98%
AUM
$57B
AUM Growth
+$5.09B
(+9.8%)
Holding
1,866
Top Buys
| 1 | +$318M | |
| 2 | +$158M | |
| 3 | +$115M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$93.4M |
| 5 |
Danaher
DHR
|
+$80.2M |
Top Sells
| 1 | +$103M | |
| 2 | +$86.7M | |
| 3 | +$82.8M | |
| 4 |
GE Vernova
GEV
|
+$68M |
| 5 |
Manhattan Associates
MANH
|
+$40.2M |
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 | |
|---|---|---|---|---|---|---|
1851
State Street SPDR S&P Insurance ETF
KIE
$766M
| – | – |
-18,052
|
|
||
1852
Liberty Energy
LBRT
$2.47B
| – | – |
-18,202
|
|
||
1853
Lincoln National
LNC
$7.8B
| – | – |
-6,714
|
|
||
1854
ManpowerGroup
MAN
$1.34B
| – | – |
-3,788
|
|
||
1855
Mitek Systems
MITK
$415M
| – | – |
-11,097
|
|
||
1856
Morningstar
MORN
$8.8B
| – | – |
-9,503
|
|
||
1857
BlackRock MuniYield Quality Fund II
MQT
$225M
| – | – |
-11,436
|
|
||
1858
Mitsubishi UFJ Financial
MUFG
$176B
| – | – |
-89,228
|
|
||
1859
Nomura Holdings
NMR
$21.5B
| – | – |
-59,431
|
|
||
1860
Novanta
NOVT
$3.89B
| – | – |
-1,868
|
|
||
1861
Northwest Natural Holdings
NWN
$2B
| – | – |
-6,635
|
|
||
1862
iShares New York Muni Bond ETF
NYF
$941M
| – | – |
-6,760
|
|
||
1863
Oric Pharmaceuticals
ORIC
$1.18B
| – | – |
-15,691
|
|
||
1864
Oscar Health
OSCR
$4.02B
| – | – |
-12,138
|
|
||
1865
Otter Tail
OTTR
$3.56B
| – | – |
-4,657
|
|
||
1866
Blue Owl Capital
OWL
$9.85B
| – | – |
-177,912
|
|