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
501
$2.49M 0.02%
+29,290
502
$2.47M 0.02%
+123,400
503
$2.46M 0.02%
+64,430
504
$2.43M 0.02%
+84,482
505
$2.41M 0.02%
+2,097
506
$2.41M 0.02%
+23,839
507
$2.39M 0.02%
+36,331
508
$2.39M 0.02%
+22,117
509
$2.39M 0.02%
+145,546
510
$2.38M 0.02%
+241,676
511
$2.35M 0.02%
+64,972
512
$2.35M 0.02%
+47,043
513
$2.34M 0.02%
+202,629
514
$2.33M 0.02%
+144,027
515
$2.33M 0.02%
+10,989
516
$2.31M 0.02%
+44,741
517
$2.3M 0.02%
+34,174
518
$2.29M 0.02%
+73,825
519
$2.29M 0.02%
+24,171
520
$2.28M 0.02%
+22,003
521
$2.27M 0.02%
+38,558
522
$2.26M 0.02%
+40,125
523
$2.25M 0.02%
+34,486
524
$2.25M 0.02%
+49,080
525
$2.24M 0.02%
+48,445