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
1076
$358K ﹤0.01%
+2,250
1077
$356K ﹤0.01%
+9,027
1078
$348K ﹤0.01%
+53,786
1079
$348K ﹤0.01%
+9,500
1080
$347K ﹤0.01%
+3,963
1081
$347K ﹤0.01%
+5,746
1082
$345K ﹤0.01%
+4,959
1083
$344K ﹤0.01%
+6,999
1084
$341K ﹤0.01%
+5,278
1085
$341K ﹤0.01%
+25,049
1086
$339K ﹤0.01%
+4,661
1087
$338K ﹤0.01%
+10,638
1088
$337K ﹤0.01%
+6,174
1089
$335K ﹤0.01%
+4,664
1090
$333K ﹤0.01%
+5,154
1091
$333K ﹤0.01%
+10,368
1092
$333K ﹤0.01%
+8,285
1093
$333K ﹤0.01%
+15,378
1094
$332K ﹤0.01%
+22,850
1095
$330K ﹤0.01%
+7,515
1096
$330K ﹤0.01%
+21,479
1097
$328K ﹤0.01%
+4,669
1098
$327K ﹤0.01%
+24,141
1099
$327K ﹤0.01%
+18,769
1100
$322K ﹤0.01%
+5,263
42 43
44
45 46