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
701
$1.19M 0.01%
+8,033
702
$1.18M 0.01%
+35,746
703
$1.18M 0.01%
+32,120
704
$1.18M 0.01%
+94,319
705
$1.17M 0.01%
+16,955
706
$1.17M 0.01%
+27,714
707
$1.17M 0.01%
+28,400
708
$1.16M 0.01%
+136,703
709
$1.16M 0.01%
+13,766
710
$1.15M 0.01%
+42,980
711
$1.15M 0.01%
+8,994
712
$1.15M 0.01%
+95,411
713
$1.15M 0.01%
+37,099
714
$1.15M 0.01%
+17,816
715
$1.15M 0.01%
+17,825
716
$1.14M 0.01%
+83,091
717
$1.13M 0.01%
+88,295
718
$1.13M 0.01%
+15,490
719
$1.12M 0.01%
+77,333
720
$1.12M 0.01%
+63,165
721
$1.11M 0.01%
+45,394
722
$1.11M 0.01%
+79,671
723
$1.11M 0.01%
+29,786
724
$1.11M 0.01%
+9,573
725
$1.11M 0.01%
+170,441
27 28
29
30 31