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
201
$46.7M 0.08%
100,870
+204
202
$46.2M 0.08%
80,627
-10,968
203
$46.1M 0.08%
1,306,468
-193,158
204
$45.9M 0.08%
197,285
-15,565
205
$45.4M 0.08%
414,349
+29,084
206
$44.9M 0.08%
202,572
-457
207
$44.8M 0.08%
415,514
-43,581
208
$44.6M 0.08%
1,395,393
+37,854
209
$44.6M 0.08%
167,378
+166,094
210
$44.5M 0.08%
258,219
-19,425
211
$43.9M 0.08%
286,410
-22,822
212
$43.6M 0.08%
103,760
+46,518
213
$43.4M 0.08%
539,085
-8,743
214
$43.3M 0.08%
307,484
+9,827
215
$42.8M 0.08%
105,136
-2,146
216
$42.7M 0.07%
1,006,896
+231,274
217
$42.7M 0.07%
1,154,988
+88,433
218
$42.6M 0.07%
506,258
+467,608
219
$42.6M 0.07%
428,982
-33
220
$42.2M 0.07%
912,958
+7,196
221
$42.1M 0.07%
489,817
-37,392
222
$41.5M 0.07%
1,378,369
-15,788
223
$41.3M 0.07%
334,571
-6,523
224
$40.9M 0.07%
318,661
+22,864
225
$40.8M 0.07%
398,509
-47,443
7 8
9
10 11