Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
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 +$213M
2 +$196M
3 +$152M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$150M
5
ABBV icon
AbbVie
ABBV
+$140M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.44%
2 Industrials 12.06%
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
226
$9.08M 0.09%
+399,798
227
$9.08M 0.09%
+84,763
228
$9.06M 0.09%
+292,447
229
$9.03M 0.09%
+131,091
230
$8.96M 0.09%
+307,884
231
$8.79M 0.09%
+105,274
232
$8.77M 0.09%
+192,498
233
$8.72M 0.09%
+117,078
234
$8.7M 0.09%
+170,476
235
$8.66M 0.09%
+312,572
236
$8.56M 0.08%
+355,153
237
$8.54M 0.08%
+107,007
238
$8.54M 0.08%
+21,131
239
$8.49M 0.08%
+391,340
240
$8.47M 0.08%
+126,480
241
$8.4M 0.08%
+78,508
242
$8.35M 0.08%
+353,007
243
$8.31M 0.08%
+103,607
244
$8.28M 0.08%
+171,013
245
$8.23M 0.08%
+143,530
246
$8.16M 0.08%
+417,797
247
$8.12M 0.08%
+141,433
248
$8.06M 0.08%
+259,180
249
$8.04M 0.08%
+255,147
250
$7.85M 0.08%
+167,445