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
101
$31.3M 0.31%
+334,794
102
$31.1M 0.31%
+1,370,104
103
$31.1M 0.31%
+268,539
104
$31M 0.31%
+459,409
105
$30.8M 0.3%
+691,364
106
$30M 0.29%
+328,299
107
$29.6M 0.29%
+635,854
108
$29.5M 0.29%
+1,259,486
109
$29M 0.29%
+672,865
110
$28.7M 0.28%
+427,206
111
$28.6M 0.28%
+610,783
112
$28.1M 0.28%
+240,290
113
$27.9M 0.27%
+513,421
114
$27.2M 0.27%
+196,095
115
$26.9M 0.26%
+231,630
116
$26.8M 0.26%
+234,991
117
$26.5M 0.26%
+1,236,756
118
$26M 0.26%
+512,964
119
$25.8M 0.25%
+657,924
120
$25.6M 0.25%
+297,211
121
$25.3M 0.25%
+564,166
122
$24.8M 0.24%
+390,039
123
$24.6M 0.24%
+370,289
124
$24.6M 0.24%
+958,638
125
$24.5M 0.24%
+777,212
3 4
5
6 7