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
601
$1.67M 0.02%
+122,361
602
$1.67M 0.02%
+26,387
603
$1.66M 0.02%
+46,245
604
$1.65M 0.02%
+6,978
605
$1.65M 0.02%
+103,539
606
$1.65M 0.02%
+745,368
607
$1.64M 0.02%
+81,941
608
$1.63M 0.02%
+49,921
609
$1.61M 0.02%
+25,981
610
$1.61M 0.02%
+41,735
611
$1.6M 0.02%
+88,515
612
$1.59M 0.02%
+21,869
613
$1.59M 0.02%
+25,766
614
$1.59M 0.02%
+14,606
615
$1.58M 0.02%
+57,390
616
$1.58M 0.02%
+14,335
617
$1.56M 0.02%
+570,620
618
$1.56M 0.02%
+36,459
619
$1.56M 0.02%
+33,274
620
$1.53M 0.02%
+30,101
621
$1.53M 0.02%
+93,601
622
$1.52M 0.02%
+137,264
623
$1.52M 0.02%
+45,982
624
$1.52M 0.01%
+64,617
625
$1.51M 0.01%
+41,841
23 24
25
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