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
$10.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$200M
3
+$156M
4
GE icon
GE Aerospace
GE
+$154M
5
ABBV icon
AbbVie
ABBV
+$136M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.41%
2 Industrials 12.09%
3 Healthcare 11.38%
4 Financials 10.27%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.37M 0.04%
+361,350
377
$4.37M 0.04%
+56,438
378
$4.36M 0.04%
+49,176
379
$4.35M 0.04%
+48,998
380
$4.34M 0.04%
+37,528
381
$4.33M 0.04%
+63,201
382
$4.28M 0.04%
+52,297
383
$4.27M 0.04%
+75,320
384
$4.25M 0.04%
+24,917
385
$4.21M 0.04%
+232,508
386
$4.19M 0.04%
+47,700
387
$4.16M 0.04%
+82,872
388
$4.15M 0.04%
+110,440
389
$4.14M 0.04%
+93,758
390
$4.13M 0.04%
+81,250
391
$4.13M 0.04%
+43,208
392
$4.12M 0.04%
+50,098
393
$4.12M 0.04%
+134,385
394
$4.12M 0.04%
+33,205
395
$4.11M 0.04%
+184,619
396
$4.08M 0.04%
+62,430
397
$4.06M 0.04%
+50,390
398
$4.04M 0.04%
+44,457
399
$4.01M 0.04%
+203,437
400
$4M 0.04%
+207,020
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