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
401
$3.98M 0.04%
+81,536
402
$3.98M 0.04%
+67,186
403
$3.98M 0.04%
+74,001
404
$3.95M 0.04%
+161,012
405
$3.93M 0.04%
+87,300
406
$3.92M 0.04%
+129,780
407
$3.91M 0.04%
+24,531
408
$3.88M 0.04%
+118,859
409
$3.88M 0.04%
+93,451
410
$3.88M 0.04%
+86,935
411
$3.86M 0.04%
+92,884
412
$3.83M 0.04%
+41,826
413
$3.83M 0.04%
+77,144
414
$3.83M 0.04%
+39,470
415
$3.81M 0.04%
+80,136
416
$3.8M 0.04%
+182,725
417
$3.77M 0.04%
+77,910
418
$3.77M 0.04%
+32,867
419
$3.77M 0.04%
+60,167
420
$3.76M 0.04%
+74,163
421
$3.73M 0.04%
+76,034
422
$3.72M 0.04%
+29,366
423
$3.67M 0.04%
+29,844
424
$3.64M 0.04%
+47,379
425
$3.56M 0.04%
+273,815
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