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
1301
$24K ﹤0.01%
+42,607
1302
$18K ﹤0.01%
+998
1303
$14K ﹤0.01%
+69
1304
$3K ﹤0.01%
+5