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
1176
$240K ﹤0.01%
+2,613
1177
$240K ﹤0.01%
+1,130
1178
$236K ﹤0.01%
+4,473
1179
$235K ﹤0.01%
+7,183
1180
$235K ﹤0.01%
+26,080
1181
$234K ﹤0.01%
+30,600
1182
$234K ﹤0.01%
+7,669
1183
$234K ﹤0.01%
+1,312
1184
$233K ﹤0.01%
+16,243
1185
$233K ﹤0.01%
+3,514
1186
$232K ﹤0.01%
+23
1187
$231K ﹤0.01%
+9,856
1188
$231K ﹤0.01%
+17,017
1189
$230K ﹤0.01%
+7,750
1190
$229K ﹤0.01%
+14,842
1191
$228K ﹤0.01%
+26,352
1192
$226K ﹤0.01%
+2,887
1193
$223K ﹤0.01%
+16,136
1194
$221K ﹤0.01%
+6,656
1195
$220K ﹤0.01%
+15,247
1196
$220K ﹤0.01%
+2,996
1197
$219K ﹤0.01%
+3,480
1198
$219K ﹤0.01%
+2,190
1199
$219K ﹤0.01%
+6,860
1200
$218K ﹤0.01%
+4,422