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
926
$551K 0.01%
+5,188
927
$551K 0.01%
+60,321
928
$549K 0.01%
+3,450
929
$545K 0.01%
+6,790
930
$545K 0.01%
+262,000
931
$541K 0.01%
+16,420
932
$541K 0.01%
+9,812
933
$541K 0.01%
+10,106
934
$540K 0.01%
+28,076
935
$540K 0.01%
+30,799
936
$538K 0.01%
+4,095
937
$536K 0.01%
+34,258
938
$535K 0.01%
+49,273
939
$533K 0.01%
+13,999
940
$532K 0.01%
+41,884
941
$530K 0.01%
+5,837
942
$528K 0.01%
+34,945
943
$526K 0.01%
+31,385
944
$525K 0.01%
+18,727
945
$524K 0.01%
+12,341
946
$523K 0.01%
+8,749
947
$521K 0.01%
+7,195
948
$521K 0.01%
+76,095
949
$520K 0.01%
+21,035
950
$518K 0.01%
+24,535
36 37
38
39 40