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
301
$5.95M 0.06%
+32,899
302
$5.94M 0.06%
+119,403
303
$5.93M 0.06%
+52,381
304
$5.81M 0.06%
+125,320
305
$5.8M 0.06%
+184,830
306
$5.79M 0.06%
+170,153
307
$5.75M 0.06%
+74,680
308
$5.71M 0.06%
+102,538
309
$5.66M 0.06%
+95,073
310
$5.59M 0.06%
+113,198
311
$5.57M 0.05%
+86,760
312
$5.55M 0.05%
+62,263
313
$5.55M 0.05%
+492,430
314
$5.55M 0.05%
+66,351
315
$5.52M 0.05%
+50,950
316
$5.43M 0.05%
+203,941
317
$5.4M 0.05%
+105,070
318
$5.39M 0.05%
+305,791
319
$5.38M 0.05%
+117,508
320
$5.38M 0.05%
+180,636
321
$5.37M 0.05%
+44,893
322
$5.37M 0.05%
+124,898
323
$5.33M 0.05%
+55,723
324
$5.29M 0.05%
+30,116
325
$5.28M 0.05%
+84,723