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
1176
$240K ﹤0.01%
+1,130
1177
$240K ﹤0.01%
+2,613
1178
$236K ﹤0.01%
+4,473
1179
$235K ﹤0.01%
+7,183
1180
$235K ﹤0.01%
+26,080
1181
$234K ﹤0.01%
+30,600
1182
$234K ﹤0.01%
+7,669
1183
$234K ﹤0.01%
+1,312
1184
$233K ﹤0.01%
+16,243
1185
$233K ﹤0.01%
+3,514
1186
$232K ﹤0.01%
+23
1187
$231K ﹤0.01%
+17,017
1188
$231K ﹤0.01%
+9,856
1189
$230K ﹤0.01%
+7,750
1190
$229K ﹤0.01%
+14,842
1191
$228K ﹤0.01%
+26,352
1192
$226K ﹤0.01%
+2,887
1193
$223K ﹤0.01%
+16,136
1194
$221K ﹤0.01%
+6,656
1195
$220K ﹤0.01%
+15,247
1196
$220K ﹤0.01%
+2,996
1197
$219K ﹤0.01%
+3,480
1198
$219K ﹤0.01%
+2,190
1199
$219K ﹤0.01%
+6,860
1200
$218K ﹤0.01%
+4,422