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
1151
$266K ﹤0.01%
+2,144
1152
$265K ﹤0.01%
+4,615
1153
$263K ﹤0.01%
+44,000
1154
$262K ﹤0.01%
+4,488
1155
$262K ﹤0.01%
+12,213
1156
$261K ﹤0.01%
+6,780
1157
$261K ﹤0.01%
+20,196
1158
$260K ﹤0.01%
+23,383
1159
$260K ﹤0.01%
+3,831
1160
$258K ﹤0.01%
+7,985
1161
$258K ﹤0.01%
+20,601
1162
$256K ﹤0.01%
+4,600
1163
$256K ﹤0.01%
+13,209
1164
$254K ﹤0.01%
+3,794
1165
$253K ﹤0.01%
+15,782
1166
$252K ﹤0.01%
+9,000
1167
$251K ﹤0.01%
+3,417
1168
$251K ﹤0.01%
+23,464
1169
$251K ﹤0.01%
+10,147
1170
$249K ﹤0.01%
+6,417
1171
$249K ﹤0.01%
+4,385
1172
$247K ﹤0.01%
+25,174
1173
$245K ﹤0.01%
+32,800
1174
$242K ﹤0.01%
+6,450
1175
$242K ﹤0.01%
+13,022
45 46
47
48 49