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
176
$54.9M 0.1%
790,346
+96,366
177
$54.8M 0.1%
552,430
-28,384
178
$54.7M 0.1%
973,411
-2,125
179
$54.5M 0.1%
260,278
+15,584
180
$53.8M 0.09%
172,531
-265,446
181
$53M 0.09%
1,279,948
+18,875
182
$52.7M 0.09%
371,587
-10,549
183
$52.1M 0.09%
87,831
-6,898
184
$51.7M 0.09%
282,740
-6,288
185
$51.4M 0.09%
199,359
-15,435
186
$51.2M 0.09%
286,713
-21,946
187
$51M 0.09%
1,141,242
+38,742
188
$50.9M 0.09%
640,398
+16,207
189
$50.5M 0.09%
226,300
-2,556
190
$50.4M 0.09%
153,660
-11,111
191
$50.1M 0.09%
230,204
-15,275
192
$50.1M 0.09%
892,667
+206,047
193
$49.6M 0.09%
191,109
-13,987
194
$49.4M 0.09%
723,100
-24,412
195
$49.2M 0.09%
933,016
-143,500
196
$48.8M 0.09%
267,920
+2,090
197
$48.8M 0.09%
522,948
+283,978
198
$47.6M 0.08%
107,702
-223
199
$47.4M 0.08%
253,127
-20,524
200
$47.4M 0.08%
260,888
+15,643
6 7
8
9 10