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
1101
$321K ﹤0.01%
+35,165
1102
$320K ﹤0.01%
+16,375
1103
$319K ﹤0.01%
+3,665
1104
$319K ﹤0.01%
+3,929
1105
$317K ﹤0.01%
+17,450
1106
$317K ﹤0.01%
+16,791
1107
$316K ﹤0.01%
+13,580
1108
$314K ﹤0.01%
+5,954
1109
$314K ﹤0.01%
+3,103
1110
$313K ﹤0.01%
+2,745
1111
$311K ﹤0.01%
+5,450
1112
$310K ﹤0.01%
+19,532
1113
$309K ﹤0.01%
+17,443
1114
$309K ﹤0.01%
+6,700
1115
$309K ﹤0.01%
+10,460
1116
$308K ﹤0.01%
+24,304
1117
$307K ﹤0.01%
+8,395
1118
$305K ﹤0.01%
+45,415
1119
$305K ﹤0.01%
+12,284
1120
$301K ﹤0.01%
+11,991
1121
$301K ﹤0.01%
+5,158
1122
$298K ﹤0.01%
+38,832
1123
$296K ﹤0.01%
+18,875
1124
$295K ﹤0.01%
+15,327
1125
$294K ﹤0.01%
+11,083
43 44
45
46 47