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
976
$472K ﹤0.01%
+6,025
977
$472K ﹤0.01%
+5,591
978
$468K ﹤0.01%
+7,373
979
$467K ﹤0.01%
+3,742
980
$467K ﹤0.01%
+4,018
981
$464K ﹤0.01%
+33,777
982
$464K ﹤0.01%
+31,113
983
$464K ﹤0.01%
+22,998
984
$462K ﹤0.01%
+20,856
985
$460K ﹤0.01%
+5,723
986
$460K ﹤0.01%
+13,135
987
$460K ﹤0.01%
+713
988
$458K ﹤0.01%
+88,959
989
$458K ﹤0.01%
+5,971
990
$458K ﹤0.01%
+16,078
991
$457K ﹤0.01%
+24,854
992
$457K ﹤0.01%
+7,873
993
$453K ﹤0.01%
+19,677
994
$453K ﹤0.01%
+913
995
$452K ﹤0.01%
+17,284
996
$449K ﹤0.01%
+16,649
997
$447K ﹤0.01%
+9,709
998
$446K ﹤0.01%
+38,814
999
$446K ﹤0.01%
+10,803
1000
$445K ﹤0.01%
+9,165
38 39
40
41 42