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
551
$1.99M 0.02%
+32,286
552
$1.97M 0.02%
+16,769
553
$1.97M 0.02%
+12,727
554
$1.96M 0.02%
+32,501
555
$1.96M 0.02%
+13,987
556
$1.96M 0.02%
+61,679
557
$1.95M 0.02%
+11,202
558
$1.95M 0.02%
+109,614
559
$1.95M 0.02%
+40,986
560
$1.93M 0.02%
+103,725
561
$1.93M 0.02%
+51,512
562
$1.93M 0.02%
+30,566
563
$1.92M 0.02%
+36,348
564
$1.91M 0.02%
+368,656
565
$1.91M 0.02%
+101,179
566
$1.91M 0.02%
+35,700
567
$1.9M 0.02%
+33,528
568
$1.9M 0.02%
+81,842
569
$1.9M 0.02%
+35,255
570
$1.9M 0.02%
+102,661
571
$1.89M 0.02%
+68,603
572
$1.88M 0.02%
+166,207
573
$1.88M 0.02%
+75,939
574
$1.87M 0.02%
+28,078
575
$1.87M 0.02%
+24,702
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