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
776
$900K 0.01%
+133,094
777
$898K 0.01%
+18,843
778
$897K 0.01%
+10,537
779
$896K 0.01%
+18,436
780
$894K 0.01%
+55,156
781
$892K 0.01%
+7,221
782
$887K 0.01%
+22,227
783
$885K 0.01%
+12,297
784
$875K 0.01%
+37,327
785
$874K 0.01%
+16,962
786
$871K 0.01%
+5,306
787
$870K 0.01%
+30,496
788
$868K 0.01%
+16,511
789
$866K 0.01%
+42,536
790
$863K 0.01%
+18,368
791
$859K 0.01%
+18,346
792
$858K 0.01%
+36,114
793
$857K 0.01%
+7,844
794
$854K 0.01%
+4,885
795
$853K 0.01%
+40,287
796
$848K 0.01%
+87,750
797
$847K 0.01%
+25,455
798
$841K 0.01%
+6,064
799
$835K 0.01%
+14,958
800
$834K 0.01%
+21,179
30 31
32
33 34