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
1126
$293K ﹤0.01%
+6,836
1127
$291K ﹤0.01%
+14,625
1128
$291K ﹤0.01%
+23,321
1129
$290K ﹤0.01%
+19,945
1130
$290K ﹤0.01%
+21,821
1131
$288K ﹤0.01%
+141,750
1132
$287K ﹤0.01%
+12,651
1133
$286K ﹤0.01%
+11,800
1134
$284K ﹤0.01%
+4,464
1135
$280K ﹤0.01%
+37,581
1136
$279K ﹤0.01%
+4,514
1137
$278K ﹤0.01%
+14,750
1138
$277K ﹤0.01%
+5,004
1139
$275K ﹤0.01%
+2,489
1140
$275K ﹤0.01%
+3,905
1141
$275K ﹤0.01%
+18,970
1142
$275K ﹤0.01%
+10,875
1143
$275K ﹤0.01%
+8,638
1144
$274K ﹤0.01%
+13,254
1145
$272K ﹤0.01%
+3,558
1146
$269K ﹤0.01%
+1,561
1147
$269K ﹤0.01%
+8,028
1148
$268K ﹤0.01%
+12,138
1149
$267K ﹤0.01%
+400
1150
$266K ﹤0.01%
+6,248
44 45
46
47 48