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
651
$1.35M 0.01%
+87,333
652
$1.35M 0.01%
+89,625
653
$1.35M 0.01%
+12,626
654
$1.34M 0.01%
+30,830
655
$1.34M 0.01%
+12,129
656
$1.34M 0.01%
+42,344
657
$1.33M 0.01%
+5,517
658
$1.33M 0.01%
+58,321
659
$1.32M 0.01%
+7,182
660
$1.32M 0.01%
+31,244
661
$1.32M 0.01%
+84,614
662
$1.32M 0.01%
+27,296
663
$1.32M 0.01%
+18,582
664
$1.31M 0.01%
+70,809
665
$1.31M 0.01%
+85,700
666
$1.31M 0.01%
+22,933
667
$1.3M 0.01%
+6,915
668
$1.3M 0.01%
+184,318
669
$1.3M 0.01%
+68,745
670
$1.3M 0.01%
+18,355
671
$1.29M 0.01%
+12,151
672
$1.29M 0.01%
+47,827
673
$1.29M 0.01%
+18,189
674
$1.28M 0.01%
+149,640
675
$1.28M 0.01%
+41,721
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