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
1026
$417K ﹤0.01%
+4,764
1027
$416K ﹤0.01%
+6,203
1028
$415K ﹤0.01%
+5,954
1029
$415K ﹤0.01%
+8,382
1030
$414K ﹤0.01%
+42,729
1031
$411K ﹤0.01%
+6,083
1032
$410K ﹤0.01%
+7,690
1033
$409K ﹤0.01%
+12,754
1034
$408K ﹤0.01%
+18,846
1035
$406K ﹤0.01%
+16,000
1036
$405K ﹤0.01%
+13,792
1037
$404K ﹤0.01%
+25,419
1038
$404K ﹤0.01%
+2,114
1039
$403K ﹤0.01%
+12,441
1040
$402K ﹤0.01%
+12,052
1041
$398K ﹤0.01%
+12,608
1042
$397K ﹤0.01%
+19,573
1043
$397K ﹤0.01%
+8,282
1044
$397K ﹤0.01%
+50,271
1045
$396K ﹤0.01%
+19,500
1046
$393K ﹤0.01%
+5,537
1047
$393K ﹤0.01%
+3,679
1048
$393K ﹤0.01%
+12,487
1049
$393K ﹤0.01%
+17,200
1050
$392K ﹤0.01%
+5,657
40 41
42
43 44