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
1201
$218K ﹤0.01%
+4,020
1202
$217K ﹤0.01%
+5,008
1203
$216K ﹤0.01%
+2,939
1204
$216K ﹤0.01%
+5,447
1205
$214K ﹤0.01%
+26,112
1206
$214K ﹤0.01%
+2,083
1207
$214K ﹤0.01%
+3,978
1208
$212K ﹤0.01%
+5,264
1209
$212K ﹤0.01%
+7,520
1210
$212K ﹤0.01%
+16,727
1211
$211K ﹤0.01%
+27,929
1212
$211K ﹤0.01%
+28,911
1213
$210K ﹤0.01%
+5,417
1214
$209K ﹤0.01%
+13,943
1215
$207K ﹤0.01%
+4,376
1216
$207K ﹤0.01%
+23,530
1217
$207K ﹤0.01%
+4,188
1218
$205K ﹤0.01%
+3,884
1219
$205K ﹤0.01%
+4,986
1220
$205K ﹤0.01%
+12,159
1221
$203K ﹤0.01%
+5,600
1222
$203K ﹤0.01%
+1,638
1223
$203K ﹤0.01%
+2,418
1224
$202K ﹤0.01%
+4,740
1225
$201K ﹤0.01%
+4,005
47 48
49
50 51