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
76
$40.2M 0.4%
+459,393
77
$40.1M 0.39%
+1,336,215
78
$39.6M 0.39%
+1,270,928
79
$39.3M 0.39%
+377,212
80
$38.6M 0.38%
+440,273
81
$38.3M 0.38%
+437,247
82
$38.2M 0.38%
+1,200,919
83
$38.2M 0.38%
+1,148,910
84
$38.1M 0.37%
+490,031
85
$37.7M 0.37%
+361,837
86
$37.6M 0.37%
+910,489
87
$37.6M 0.37%
+318,145
88
$36.2M 0.36%
+487,624
89
$36.1M 0.35%
+291,491
90
$36.1M 0.35%
+566,245
91
$35.9M 0.35%
+2,576,737
92
$35.8M 0.35%
+277,187
93
$35.4M 0.35%
+816,350
94
$35.1M 0.35%
+331,856
95
$33.3M 0.33%
+715,425
96
$33M 0.32%
+424,650
97
$31.8M 0.31%
+1,361,919
98
$31.7M 0.31%
+571,596
99
$31.6M 0.31%
+644,734
100
$31.3M 0.31%
+531,256
2 3
4
5 6