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
251
$7.82M 0.08%
+184,117
252
$7.7M 0.08%
+183,672
253
$7.69M 0.08%
+104,259
254
$7.68M 0.08%
+290,564
255
$7.65M 0.08%
+95,252
256
$7.58M 0.07%
+121,652
257
$7.53M 0.07%
+14,768
258
$7.49M 0.07%
+101,009
259
$7.42M 0.07%
+71,292
260
$7.41M 0.07%
+242,177
261
$7.38M 0.07%
+301,627
262
$7.34M 0.07%
+84,063
263
$7.23M 0.07%
+82,047
264
$7.15M 0.07%
+74,780
265
$7.13M 0.07%
+110,166
266
$7.13M 0.07%
+81,648
267
$7.09M 0.07%
+91,086
268
$7.07M 0.07%
+54,499
269
$7.01M 0.07%
+50,742
270
$6.99M 0.07%
+72,284
271
$6.93M 0.07%
+176,909
272
$6.8M 0.07%
+101,126
273
$6.69M 0.07%
+200,664
274
$6.68M 0.07%
+89,493
275
$6.67M 0.07%
+436,276
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