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
1051
$392K ﹤0.01%
+3,236
1052
$392K ﹤0.01%
+4,804
1053
$390K ﹤0.01%
+3,169
1054
$390K ﹤0.01%
+4,366
1055
$388K ﹤0.01%
+21,240
1056
$386K ﹤0.01%
+14,918
1057
$384K ﹤0.01%
+48,549
1058
$383K ﹤0.01%
+4,189
1059
$382K ﹤0.01%
+13,470
1060
$380K ﹤0.01%
+7,717
1061
$380K ﹤0.01%
+23,800
1062
$380K ﹤0.01%
+5,140
1063
$375K ﹤0.01%
+13,287
1064
$373K ﹤0.01%
+26,585
1065
$371K ﹤0.01%
+16,702
1066
$369K ﹤0.01%
+6,550
1067
$368K ﹤0.01%
+20,441
1068
$365K ﹤0.01%
+40,321
1069
$363K ﹤0.01%
+27,311
1070
$363K ﹤0.01%
+5,254
1071
$362K ﹤0.01%
+7,650
1072
$362K ﹤0.01%
+6,867
1073
$362K ﹤0.01%
+21,474
1074
$361K ﹤0.01%
+6,020
1075
$358K ﹤0.01%
+4,020
41 42
43
44 45