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
351
$4.76M 0.05%
+142,966
352
$4.76M 0.05%
+226,574
353
$4.75M 0.05%
+97,630
354
$4.75M 0.05%
+23,766
355
$4.73M 0.05%
+75,867
356
$4.73M 0.05%
+283,782
357
$4.67M 0.05%
+208,337
358
$4.66M 0.05%
+109,035
359
$4.62M 0.05%
+100,277
360
$4.59M 0.05%
+5,731
361
$4.58M 0.05%
+64,882
362
$4.55M 0.04%
+109,716
363
$4.54M 0.04%
+32,046
364
$4.54M 0.04%
+53,208
365
$4.53M 0.04%
+20,163
366
$4.51M 0.04%
+103,933
367
$4.5M 0.04%
+150,459
368
$4.5M 0.04%
+41,108
369
$4.49M 0.04%
+204,358
370
$4.45M 0.04%
+111,900
371
$4.43M 0.04%
+74,725
372
$4.41M 0.04%
+85,680
373
$4.41M 0.04%
+173,985
374
$4.4M 0.04%
+393,024
375
$4.39M 0.04%
+297,245
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