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
901
$593K 0.01%
+44,417
902
$593K 0.01%
+10,179
903
$592K 0.01%
+39,684
904
$590K 0.01%
+29,867
905
$590K 0.01%
+13,103
906
$589K 0.01%
+13,130
907
$587K 0.01%
+38,999
908
$581K 0.01%
+21,607
909
$580K 0.01%
+40,769
910
$580K 0.01%
+6,877
911
$579K 0.01%
+41,374
912
$578K 0.01%
+24,651
913
$577K 0.01%
+67,743
914
$574K 0.01%
+27,791
915
$574K 0.01%
+13,751
916
$571K 0.01%
+109,672
917
$569K 0.01%
+12,276
918
$569K 0.01%
+26,275
919
$563K 0.01%
+31,494
920
$562K 0.01%
+90,328
921
$560K 0.01%
+43,035
922
$559K 0.01%
+10,703
923
$557K 0.01%
+51,622
924
$556K 0.01%
+17,335
925
$552K 0.01%
+75,550
35 36
37
38 39