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
526
$2.23M 0.02%
+47,074
527
$2.23M 0.02%
+54,200
528
$2.22M 0.02%
+46,124
529
$2.22M 0.02%
+46,529
530
$2.22M 0.02%
+154,891
531
$2.21M 0.02%
+21,957
532
$2.2M 0.02%
+97,166
533
$2.18M 0.02%
+203,693
534
$2.18M 0.02%
+36,202
535
$2.18M 0.02%
+266,214
536
$2.18M 0.02%
+90,515
537
$2.17M 0.02%
+45,106
538
$2.16M 0.02%
+92,573
539
$2.16M 0.02%
+39,980
540
$2.15M 0.02%
+123,131
541
$2.13M 0.02%
+195,399
542
$2.13M 0.02%
+53,913
543
$2.12M 0.02%
+71,065
544
$2.11M 0.02%
+19,985
545
$2.07M 0.02%
+13,056
546
$2.04M 0.02%
+100,797
547
$2.04M 0.02%
+200,550
548
$2.02M 0.02%
+95,168
549
$2.02M 0.02%
+21,740
550
$2M 0.02%
+26,918