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
626
$1.48M 0.01%
+42,082
627
$1.47M 0.01%
+31,109
628
$1.47M 0.01%
+57,735
629
$1.46M 0.01%
+23,320
630
$1.44M 0.01%
+18,086
631
$1.44M 0.01%
+88,207
632
$1.43M 0.01%
+65,799
633
$1.43M 0.01%
+15,783
634
$1.43M 0.01%
+47,490
635
$1.43M 0.01%
+28,337
636
$1.42M 0.01%
+13,386
637
$1.42M 0.01%
+105,525
638
$1.41M 0.01%
+20,207
639
$1.41M 0.01%
+69,203
640
$1.41M 0.01%
+23,056
641
$1.4M 0.01%
+19,908
642
$1.4M 0.01%
+40,431
643
$1.4M 0.01%
+20,768
644
$1.4M 0.01%
+41,126
645
$1.39M 0.01%
+43,299
646
$1.39M 0.01%
+52,273
647
$1.39M 0.01%
+29,210
648
$1.38M 0.01%
+38,500
649
$1.38M 0.01%
+73,271
650
$1.37M 0.01%
+22,153
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