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
576
$1.86M 0.02%
+55,502
577
$1.85M 0.02%
+145,921
578
$1.85M 0.02%
+9,932
579
$1.82M 0.02%
+57,300
580
$1.81M 0.02%
+103,818
581
$1.8M 0.02%
+9,052
582
$1.8M 0.02%
+34,974
583
$1.8M 0.02%
+55,494
584
$1.79M 0.02%
+39,127
585
$1.79M 0.02%
+129,908
586
$1.78M 0.02%
+40,357
587
$1.78M 0.02%
+17,074
588
$1.78M 0.02%
+54,606
589
$1.77M 0.02%
+43,884
590
$1.75M 0.02%
+97,743
591
$1.75M 0.02%
+15,411
592
$1.74M 0.02%
+74,341
593
$1.73M 0.02%
+39,405
594
$1.72M 0.02%
+10,553
595
$1.7M 0.02%
+300,100
596
$1.7M 0.02%
+27,811
597
$1.69M 0.02%
+99,941
598
$1.69M 0.02%
+109,790
599
$1.68M 0.02%
+170,450
600
$1.68M 0.02%
+47,513
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