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
801
$833K 0.01%
+11,259
802
$825K 0.01%
+11,986
803
$823K 0.01%
+14,275
804
$823K 0.01%
+35,850
805
$820K 0.01%
+49,509
806
$817K 0.01%
+46,995
807
$817K 0.01%
+84,078
808
$817K 0.01%
+34,446
809
$817K 0.01%
+27,560
810
$815K 0.01%
+14,814
811
$812K 0.01%
+38,048
812
$806K 0.01%
+32,646
813
$804K 0.01%
+5,389
814
$803K 0.01%
+124,145
815
$800K 0.01%
+53,932
816
$799K 0.01%
+21,198
817
$799K 0.01%
+33,804
818
$798K 0.01%
+17,900
819
$798K 0.01%
+74,848
820
$794K 0.01%
+45,997
821
$794K 0.01%
+44,349
822
$793K 0.01%
+23,591
823
$785K 0.01%
+36,429
824
$784K 0.01%
+19,023
825
$781K 0.01%
+95,891
31 32
33
34 35