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
851
$715K 0.01%
+89,862
852
$715K 0.01%
+20,572
853
$712K 0.01%
+17,377
854
$712K 0.01%
+69,777
855
$711K 0.01%
+15,601
856
$710K 0.01%
+8,076
857
$710K 0.01%
+9,757
858
$709K 0.01%
+66,246
859
$707K 0.01%
+21,164
860
$700K 0.01%
+47,743
861
$698K 0.01%
+14,395
862
$697K 0.01%
+17,291
863
$696K 0.01%
+24,855
864
$689K 0.01%
+800,827
865
$687K 0.01%
+3,683
866
$686K 0.01%
+34,008
867
$683K 0.01%
+32,826
868
$683K 0.01%
+15,297
869
$681K 0.01%
+16,827
870
$680K 0.01%
+24,751
871
$679K 0.01%
+54,740
872
$676K 0.01%
+27,998
873
$672K 0.01%
+51,178
874
$671K 0.01%
+33,630
875
$669K 0.01%
+17,512
33 34
35
36 37