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
26
$62.9M 0.62%
+1,212,447
27
$62.2M 0.61%
+336,502
28
$61.5M 0.6%
+2,831,975
29
$60.5M 0.6%
+336,188
30
$58.5M 0.58%
+1,171,316
31
$57.5M 0.57%
+733,963
32
$57M 0.56%
+728,373
33
$55.6M 0.55%
+1,121,676
34
$55.3M 0.54%
+237,268
35
$54.4M 0.54%
+1,512,234
36
$53.6M 0.53%
+5,078,696
37
$53.1M 0.52%
+619,144
38
$52M 0.51%
+1,974,280
39
$51.5M 0.51%
+618,348
40
$51.4M 0.51%
+645,953
41
$51.4M 0.51%
+1,309,989
42
$51.2M 0.5%
+955,077
43
$51M 0.5%
+620,837
44
$50.8M 0.5%
+1,126,973
45
$50.6M 0.5%
+1,128,302
46
$50.4M 0.5%
+3,343,680
47
$50.2M 0.49%
+421,850
48
$49.7M 0.49%
+793,291
49
$49.5M 0.49%
+661,912
50
$49.5M 0.49%
+441,086
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