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
51
$48.7M 0.48%
+1,200,018
52
$48.3M 0.48%
+1,589,076
53
$48M 0.47%
+832,859
54
$47.7M 0.47%
+1,178,168
55
$47.4M 0.47%
+1,143,955
56
$47.3M 0.47%
+379,169
57
$45.6M 0.45%
+497,275
58
$44.9M 0.44%
+273,335
59
$44.5M 0.44%
+300,702
60
$44.1M 0.43%
+1,179,252
61
$43.7M 0.43%
+1,069,667
62
$43.6M 0.43%
+1,024,095
63
$42.9M 0.42%
+346,576
64
$42.8M 0.42%
+836,534
65
$42.7M 0.42%
+342,455
66
$42.7M 0.42%
+1,617,076
67
$42.5M 0.42%
+546,671
68
$42.3M 0.42%
+750,966
69
$42M 0.41%
+1,970,783
70
$41.9M 0.41%
+267,166
71
$41.6M 0.41%
+1,094,057
72
$41M 0.4%
+360,205
73
$41M 0.4%
+2,293,035
74
$41M 0.4%
+592,981
75
$40.9M 0.4%
+604,037
1 2
3
4 5