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
1001
$443K ﹤0.01%
+9,018
1002
$443K ﹤0.01%
+7,129
1003
$443K ﹤0.01%
+183,681
1004
$440K ﹤0.01%
+2,719
1005
$439K ﹤0.01%
+8,023
1006
$439K ﹤0.01%
+68,263
1007
$438K ﹤0.01%
+8,293
1008
$438K ﹤0.01%
+15,765
1009
$437K ﹤0.01%
+6,578
1010
$435K ﹤0.01%
+12,444
1011
$434K ﹤0.01%
+16,685
1012
$433K ﹤0.01%
+10,524
1013
$429K ﹤0.01%
+24,261
1014
$428K ﹤0.01%
+22,282
1015
$427K ﹤0.01%
+35,998
1016
$426K ﹤0.01%
+34,044
1017
$426K ﹤0.01%
+10,185
1018
$426K ﹤0.01%
+9,464
1019
$425K ﹤0.01%
+9,086
1020
$423K ﹤0.01%
+6,594
1021
$420K ﹤0.01%
+14,673
1022
$419K ﹤0.01%
+21,725
1023
$418K ﹤0.01%
+6,446
1024
$418K ﹤0.01%
+12,814
1025
$418K ﹤0.01%
+16,133
39 40
41
42 43