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
876
$668K 0.01%
+10,036
877
$665K 0.01%
+18,970
878
$663K 0.01%
+5,203
879
$654K 0.01%
+10,738
880
$646K 0.01%
+43,358
881
$643K 0.01%
+14,618
882
$641K 0.01%
+28,725
883
$633K 0.01%
+3,709
884
$632K 0.01%
+19,252
885
$624K 0.01%
+24,296
886
$623K 0.01%
+3,422
887
$623K 0.01%
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888
$622K 0.01%
+11,829
889
$617K 0.01%
+6,175
890
$616K 0.01%
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891
$614K 0.01%
+17,187
892
$614K 0.01%
+60,735
893
$612K 0.01%
+10,122
894
$602K 0.01%
+23,875
895
$601K 0.01%
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896
$600K 0.01%
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897
$598K 0.01%
+28,157
898
$598K 0.01%
+36,238
899
$596K 0.01%
+11,376
900
$593K 0.01%
+20,188
34 35
36
37 38