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
726
$1.11M 0.01%
+23,987
727
$1.1M 0.01%
+65,415
728
$1.1M 0.01%
+54,675
729
$1.1M 0.01%
+11,865
730
$1.09M 0.01%
+34,181
731
$1.08M 0.01%
+24,233
732
$1.08M 0.01%
+15,927
733
$1.07M 0.01%
+13,727
734
$1.07M 0.01%
+50,525
735
$1.07M 0.01%
+64,455
736
$1.07M 0.01%
+19,710
737
$1.06M 0.01%
+8,529
738
$1.06M 0.01%
+133,165
739
$1.06M 0.01%
+63,349
740
$1.06M 0.01%
+26,015
741
$1.05M 0.01%
+49,728
742
$1.04M 0.01%
+22,448
743
$1.02M 0.01%
+20,420
744
$1.02M 0.01%
+68,163
745
$1.02M 0.01%
+141,591
746
$1.01M 0.01%
+451
747
$1.01M 0.01%
+47,427
748
$997K 0.01%
+63,591
749
$995K 0.01%
+105,980
750
$993K 0.01%
+23,495
28 29
30
31 32