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
426
$3.53M 0.03%
+20,424
427
$3.52M 0.03%
+65,187
428
$3.52M 0.03%
+66,345
429
$3.5M 0.03%
+35,010
430
$3.5M 0.03%
+136,357
431
$3.49M 0.03%
+108,077
432
$3.48M 0.03%
+60,107
433
$3.43M 0.03%
+38,312
434
$3.42M 0.03%
+61,994
435
$3.4M 0.03%
+48,635
436
$3.35M 0.03%
+176,781
437
$3.29M 0.03%
+27,219
438
$3.27M 0.03%
+280,158
439
$3.25M 0.03%
+35,259
440
$3.25M 0.03%
+30,522
441
$3.22M 0.03%
+88,220
442
$3.18M 0.03%
+31,330
443
$3.16M 0.03%
+113,355
444
$3.14M 0.03%
+86,397
445
$3.12M 0.03%
+58,898
446
$3.11M 0.03%
+253,705
447
$3.08M 0.03%
+18,020
448
$3.07M 0.03%
+90,247
449
$3.07M 0.03%
+47,146
450
$3.06M 0.03%
+95,871
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