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
1851
– –
-14,862
1852
– –
-19,197
1853
– –
-2,890
1854
– –
-10,613
1855
– –
-32,279
1856
– –
-367,517
1857
– –
-6,946
1858
– –
-9,205
1859
– –
-10,864
1860
– –
-9,503
1861
– –
-4,657
1862
– –
-31,000
1863
– –
-11,507
1864
– –
-23,496
1865
– –
-3,419
1866
– –
-4,458
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